Clarity Financial Planning offers integrated financial planning and investment advisory services. They specialize in estate planning, risk management, retirement planning, recordkeeping, cash management, tax planning, business development, and goal setting. Clarity Financial Planning does not sell insurance or investment products and does not accept commissions. Implementation of investment advice requires client approval.
Assets Under ManagementN/A
Clients15
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Annual Retainer:$4,500 - $20,000/year
One-Time Plan:$2,000
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