Howard
Dal Monte

Clarity Wealth Management, L.L.C

CRD#5074419
Investment Advisor
in Mesa, AZ

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About this Advisor

Howard Dal Monte is a financial advisor who works out of Mesa, Arizona who has 7 years of industry experience. Dal Monte is currently employed by Clarity Wealth Management, L.L.C. Throughout their career, they have worked at Reptile Fanatics, Wells Fargo Investments, LLC, Lpl Financial, LLC and Clarity Wealth Management, LLC. Dal Monte maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Arizona. Clarity Wealth Management, L.L.C is a firm that has its headquarters in Mesa, AZ. It controls $107 million in total assets across its 552 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 552 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which service is provided. However, fees charged by Clarity Wealth Management, L.L.C may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1234 S. Power Rd. Ste. 207
Mesa, AZ 85206

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Clarity Wealth Management, L.L.C Brokerage Details

Total Assets Under Management

$107,096,303

AZ Average: $1,555,372,352
Total Number of Employees

4

AZ Average: 37
Total Number of Accounts

552

AZ Average: 1,370
Average Account Size

$194,015

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Howard Dal Monte Work History

Howard has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Clarity Wealth Management, LLC

2015 - Present (9 years)

Lpl Financial, LLC

2012 - 2015 (3 years)

Wells Fargo Investments, LLC

2003 - 2016 (13 years)

Reptile Fanatics

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Howard Dal Monte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clarity Wealth Management, L.L.C

Richard Everhart
Mesa, AZ
Howard Dal Monte
Mesa, AZ
Charles Booth
Mesa, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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