Clarity Financial Planning fees and pricing

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.

Flat or project fee

$500

“In no event will Clarity Financial Planning collect more than $500.00 more than six months in advance from any client, unless requested by the client.”

Annual fee

$4,000⁠-⁠$20,000/yr

“Full Open Retainer Initial Year of Full Open Retainer: ranges from $6,000 to $20,000 Renewal Years of Open Retainer: ranges from $4,000 to $16,000 Fees are calculated annually and payable quarterly, in advance.”

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

How Clarity Financial Planning bills

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

• “Fees are always disclosed and explained in advance of entering into a client agreement and are recalculated upon renewal, when fewer services will usually be required.”
• “Fees are calculated at the beginning of the six-month service and payable in two installments, in advance.”
• “Any fees that have been earned but not yet paid by Client will be due and payable.”

How Clarity Financial Planning’s fees compare

• Its flat or project fee of $500 is below the Virginia median of $4,250. 3% of the 168 other Virginia planners that publish a flat or project fee charge less.
• None of the 9 other planners in Arlington that publish a flat or project fee charge less.
• Its annual fee of $4,000-$20,000 spans the Virginia median of $6,350. 75% of the 55 other Virginia planners that publish an annual fee charge less.
• 2 of the 6 other planners in Arlington that publish an annual 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 Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153987

Phone

(703) 243-8732

Other planners in Arlington that publish fees

• Arlington Wealth Planning, LLCArlington$289/hr, $6,128⁠-⁠$10,128
• Astra Investment AdvisersArlington$100/hr
• Braswell Capital, LLCArlington$30⁠-⁠$50/hr
• Cope ConnellyArlington$99⁠-⁠$25,000
• Coretegic Capital, LLCArlington$400/hr, $500
• Glover Park Wealth Management, LLCArlington$300/hr, $2,500⁠-⁠$5,000

Compare all 26 planners in Arlington