PlannerFees

Clarity Financial Design fees and pricing

Financial planner in Sarasota, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 6, 2026, Clarity Financial Design charges a flat or project fee of $2,500⁠-⁠$10,000 and a quarterly fee of $450⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500⁠-⁠$10,000
“The fixed fee can range between $2,500 and $10,000, depending on complexity and the needs of the client.”
Quarterly fee
$450⁠-⁠$1,500/qtr
“Entrepreneur Ongoing financial planning for the Entrepreneur offering consists of an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $150 - $500 month or $450 - $1500 per quarter.”

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

How Clarity Financial Design bills

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

  • “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
  • “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check, credit card, or electronic funds transfer.”
  • “For fees paid by electronic funds transfer, debit card or credit card, we use an independent third party payment processor in which the client can securely input their banking information and pay their fee.”

How Clarity Financial Design’s fees compare

  • Its flat or project fee of $2,500-$10,000 spans the Florida median of $4,900. 67% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 7 of the 12 other planners in Sarasota that publish a flat or project fee charge less.

About Clarity Financial Design

“The planner will monitor the plan, recommend any changes and ensure the plan is up to date.CFD offers two different levels of ongoing comprehensive financial planning: Executive and Entrepreneur.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Divorce
  • Equity compensation
  • Insurance analysis
  • Cash flow and budgeting

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
1.5% a year
Clients
38
Employees
2
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed
$51,413,769
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
316258
Website
napfa.org/member/107181/35789 (opens in new tab)
Phone
(407) 494-0593

Other planners in Sarasota that publish fees

Compare all 42 planners in Sarasota

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.