AdvisorRanked
95
Clean

CLARION WEALTH MANAGEMENT PARTNERS

12500 FAIR LAKES CIRCLE, FAIRFAX, VA 22033
Fiduciaryfee-onlySEC Registered
(703) 631-4800 www.linkedin.com/company/clarion-wealth-management-partners/ CRD #334243
$395M
Assets Managed
4
Clients
8
Employees
1
Years Active
since 2025

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 1 years.

Firm Details

Legal NameCLARION WEALTH MANAGEMENT PARTNERS
CRD Number#334243
SEC RegisteredYes
Registration Date2025-01-17
States RegisteredVA
Assets Under Management$395M
Number of Clients4
Employees8
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is CLARION WEALTH MANAGEMENT PARTNERS a fiduciary?

Yes. CLARION WEALTH MANAGEMENT PARTNERS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does CLARION WEALTH MANAGEMENT PARTNERS charge clients?

CLARION WEALTH MANAGEMENT PARTNERS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does CLARION WEALTH MANAGEMENT PARTNERS have any complaints?

No. CLARION WEALTH MANAGEMENT PARTNERS has zero complaints or disciplinary actions on file with the SEC or FINRA across 1 years of operation.

How does CLARION WEALTH MANAGEMENT PARTNERS compare to other advisors in FAIRFAX?

CLARION WEALTH MANAGEMENT PARTNERS has a Red Flag Score of 95/100. There are 9 registered advisory firms in FAIRFAX. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.