Clarity Capital Management LLC fees and pricing
Financial planner in Tigard, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Clarity Capital Management LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“We charge an hourly rate of $300 per hour assessed in 15 minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clarity Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days the account is managed during the billing period.”
- “Upon termination, fees are prorated by the number of days the account was serviced and will be refunded to the client.”
How Clarity Capital Management LLC’s fees compare
- Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Tigard that publish an hourly rate charge less.
About Clarity Capital Management LLC
“Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. 4 Financial Planning Services We provide project-based financial planning services on a limited scope one-time engagement.”
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 100
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $84,361,873
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290179
- Phone
- (503) 388-5781
Can advise clients in 2 states: Oregon, Washington
Other planners in Tigard that publish fees
- Brightwood Ventures, LLCTigard$150/hr
- Eugenio FinancialTigard$345/hr
- Mckelvey Wealth Management, LLCTigard$250/hr
- Mulligan Capital, IncTigard$249/hr
- Range Financial Group, LLCTigardUp to $50,000
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.