Clarity Financial provides financial planning and investment advisory services to individuals, families, and small businesses. Clarity Financial offers services such as investment goal setting, risk management, retirement planning, estate planning, debt management, and business retirement account needs. Clarity Financial does not sell insurance or investment products and is paid directly by clients.
Assets Under Management$23M
Clients47
Advisors1
Avg. per Client$490K
Avg. per Advisor$23M
Fee Structure
Clarity Financial offers wealth management engagements that include both financial planning and investment management. The annual fee for this service ranges from $4,000 to $40,000, calculated based on income, assets, complexity of the client's financial situation, and services needed. The fee is charged quarterly, in advance.
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