Clarity Capital Advisors, LLC fees and pricing
Financial planner in Lakewood Ranch, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 3, 2026, Clarity Capital Advisors, LLC charges a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000
“Our firm’s fees are on a flat fee basis with a maximum of $25,000 for retirement plan consulting services based on the following criteria:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clarity Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Flat fees are billed on a pro-rata basis quarterly in arrears.”
- “Flat fees are calculated at the time the agreement is signed and are billed on a pro-rata basis quarterly in arrears.”
- “Fees are negotiable and will be deducted from client account(s).”
How Clarity Capital Advisors, LLC’s fees compare
- Its flat or project fee of $25,000 is above the Florida median of $4,900. 93% of the 320 other Florida planners that publish a flat or project fee charge less.
About Clarity Capital Advisors, LLC
“Our firm is dedicated to providing individuals and other types of clients with a wide array of flat fee, fee only investment advisory services.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- 2% a year
- Clients
- 63
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $406,339,770
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282405
- Phone
- (800) 345-4635
Can advise clients in 5 states: California, Florida, Nebraska, New York, Texas
Other planners in Lakewood Ranch that publish fees
- Base Wealth ManagementLakewood Ranch$500/hr
- Meridian Financial Services, Inc.Lakewood Ranch$250/hr
- Reik Wealth Management, Inc.Lakewood Ranch$400/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$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.