Clarity Investments + Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“These fees are negotiable, but generally range from $600 to $4,000 on a fixed fee basis and/or $300 on an hourly basis, with a minimum of $600 for a first -time engagement.”

Flat or project fee

$600⁠-⁠$4,000

From the same sentence as above.

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

How Clarity Investments + Planning LLC bills

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

• “Generally, Clarity requires the entire financial planning fee payable upon entering the written agreement.”
• “The balance (if any) is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “Consulting services are typically charged on a retainer basis, quarterly in advance.”

How Clarity Investments + Planning LLC’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $600-$4,000 is below the New York median of $4,500. 25% of the 251 other New York planners that publish a flat or project fee charge less.

About Clarity Investments + Planning LLC

• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

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

1% a year

Clients

90

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$141,470,960

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148888

Website

clarityinv.com (opens in new tab)

Phone

(212) 730-7029

Can advise clients in 3 states: Maryland, New Jersey, New York

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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