Clarity Advisors fees and pricing
Financial planner in Buffalo, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Clarity Advisors charges $150 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“In the event you decide to terminate the agreement early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $150 multiplied by the hours worked prior to termination.”
- Flat or project fee
- $3,000
“For our Financial Planning Services, we charge a fixed fee of $3,000 per financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clarity Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees could be negotiable based on factors, such as the complexity of your financial situation or total assets under management.”
- “However, based on the complexity of your financial situation, fees could be negotiable in some cases and could be higher or lower depending on your needs.”
- “We require an initial deposit equal to half of the total fee, due upon signing of the agreement and with the remainder due upon delivery of the financial plan.”
How Clarity Advisors’ fees compare
- Its hourly rate of $150 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.
- 2 of the 11 other planners in Buffalo that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
- 3 of the 7 other planners in Buffalo that publish a flat or project fee charge less.
About Clarity Advisors
“We offer Financial Planning Services, Portfolio Management Services, Tax Services, Estate Planning Services, Retirement Plan Services, Business Valuation Services, and Business Advisory Services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 81
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $8,515,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330701
- Phone
- (716) 217-2021
Other planners in Buffalo that publish fees
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Capital Insights Group of Wny, LLC.Buffalo$250/hr, $1,500-$3,000
- Delaware Avenue Advisors Inc.Buffalo$90-$150/hr, $500-$2,500
- Eudaimonia WealthBuffalo$300/hr, $500-$10,000
- Ewm AdvisoryBuffalo$250/hr, $2,400
- Fahey FinancialBuffalo$150-$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.