PlannerFees

Clarity Financial fees and pricing

Financial planner in Columbia, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Clarity Financial charges $300 an hour and a flat or project fee of $6,000⁠-⁠$40,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Clarity Financial’s hourly fee is $300 per hour.”
Flat or project fee
$6,000⁠-⁠$40,000
“Initial Year of a wealth management engagement’s fixed fee ranges between $6,000 - $40,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clarity Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are calculated in renewal years using the same method to calculate the client’s initial term fee. 7 Advisor’s annual fee is charged on a quarterly basis, in advance.”
  • “In the Initial year of service, the initial quarter’s fee is prorated based on the number of days services are provided in the initial quarter and the remaining fee is due in three equal payments charged on a calendar quarter basis.”
  • “In Renewal Years the annual fee is divided into four equal payments charged on a calendar quarter basis, in advance.”

How Clarity Financial’s fees compare

  • Its hourly rate of $300 is above the Missouri median of $250. 76% of the 88 other Missouri planners that publish an hourly rate charge less.
  • 3 of the 4 other planners in Columbia that publish an hourly rate charge less.
  • Its flat or project fee of $6,000-$40,000 is above the Missouri median of $3,550. 96% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Columbia that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Clarity Financial

“Clarity Financial – also referred to as the “Advisor” - is a fee-only financial planning firm that specializes in providing comprehensive financial planning and investment advisory services to individuals, families, and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
52
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$28,758,376
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
158541
Website
goclarlityfinancial.com (opens in new tab)
Phone
(573) 447-7007

Other planners in Columbia that publish fees

Compare all 12 planners in Columbia

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.