Claire Emory is a CFA, CFP-designated registered investment advisor at Clarity Financial Planning, based in Arlington, VA, with 13 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 15 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Clarity Financial Planning offers two ongoing planning options:
- Full Open Retainer: Integrated, comprehensive financial planning for a fixed annual fee, ranging from $8,000 to $20,000 for the initial year and $4,500 to $15,000 for renewal years. Includes scheduled meetings and supplemental consultations.
- Limited Retainer: Narrower in scope, focusing on portfolio analysis and asset allocation, plus two or three other areas. Fees range from $4,000 to $10,000 for six months.
- Financial Fitness Review: A 90-minute review of up to three financial planning topics selected by the client for a flat fee of $2,000. No follow-up services are provided.
Contact
Claire Emory
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clarity Financial Planning
State Registrations1 state
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