# Clarified Wealth Advisory

Clarified Wealth Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://clarified.com/
- **LinkedIn:** https://www.linkedin.com/company/nikki-dunn-cfp%c2%ae-4284041a9

## Regulatory record

- **CRD number:** 329226
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329226

## About

CLARIFIED WEALTH ADVISORY is a state-registered investment adviser in AUSTIN, TX. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does an RIA's fiduciary duty shape its investment approach?

The fiduciary duty compels the firm to recommend investments and strategies that it believes are truly optimal for the client, not those that generate the highest fee for the advisor. This often leads to a focus on low-cost, transparent investment vehicles and a careful, documented process for conflict-of-interest disclosure. For allocators evaluating RIAs, this duty is a structural safeguard that aligns the advisor's incentives with long-term client outcomes.

## Related profiles

- [GID](https://altss.com/profile/gid-multifamily-investment-management-llc)
- [MODOO STRATEGY LLC](https://altss.com/profile/modoo-strategy-llc)

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Last updated: 2026-08-10T23:49:37.812Z

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