Clarus Wealth Advisors, LLC

Clarus Wealth Advisors, LLC (CRD# 281160) is a financial advisory firm headquartered in Peoria, AZ. They manage $222,892,191 in 878 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
http://heritagecapitalaz.com
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $253,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, FL, IL, MD, MI, MN, NV, PA, TN, TX, WA

Financial Advisors at Clarus Wealth Advisors, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Katherine Fortna, financial advisor Castle Rock CO
Katherine A. Fortna
CRD#: 5161365
202 6th Street, Suite 301c, Castle Rock, CO 80104

Katherine Fortna (CRD# 5161365) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Castle Rock, CO and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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