Clarity Asset Management, Inc. fees
Financial planner in Ames, Iowa. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 18, 2026, Clarity Asset Management, Inc. (Ames, IA) charges a flat or project fee of up to $500 for financial planning.
- Website: clarityinvestments.com (opens in new tab)
- Call (515) 233-3152
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change.
- Flat or project fee
- Up to $500
Capped at $500, at or below the Iowa median of $7,000.
“Fees for Advisory Services Financial Planning Services Clarity offers financial planning services for up to $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 5 employees
How Clarity Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Fees are negotiable at the sole discretion of the Advisor.”
- “Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”
About Clarity Asset Management, Inc.
- Founded: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 270
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $257 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 18, 2026
- CRD number
- 115699 (opens in new tab)
- Phone
- (515) 233-3152
Registered or notice filed in 4 states: Arizona, Iowa, Minnesota, Nebraska
More planners in Iowa that publish fees
- Taber Asset Management L.L.C.Des MoinesHourly $300/hr, Flat from $3,500
- Syverson StregeWest Des MoinesHourly up to $400/hr
- Acadia Legacy GroupCliveHourly $100-$350/hr
- Custom Wealth PlannersAnkenyFlat $4,000-$10,000, Monthly $250-$850/mo
- Actis Wealth ManagementWaukeeHourly $200/hr, Flat $1,000-$50,000
- Valiant Wealth, LLCWest Des MoinesFlat $1,000-$15,000
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.