Clarity Wealth Management, L.L.C. fees and pricing
Financial planner in Gilbert, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Clarity Wealth Management, L.L.C. charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Negotiated between $150 and $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clarity Wealth Management, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment of Fees Portfolio management fees are paid quarterly in advance and may be deducted directly from client accounts (with authorization) or invoiced.”
- “Refunds for prepaid asset-based fees are calculated pro-rata (daily rate method).”
How Clarity Wealth Management, L.L.C.’s fees compare
- Its hourly rate of $150-$250 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
- 3 of the 15 other planners in Gilbert that publish an hourly rate charge less.
About Clarity Wealth Management, L.L.C.
- Firm size: 6 employees.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Insurance analysis
- 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
- 927
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $236,835,677
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284874
- Phone
- (480) 776-9670
Other planners in Gilbert that publish fees
- Brightguide FinancialGilbert$299-$4,999
- Build Wealth PartnersGilbert$300/hr, $1,000/mo
- Clear Skies FinancialGilbert$150/hr, $1,000-$2,000
- Coats Wealth ManagementGilbert$450/hr, $450
- Cox Advisors, LLCGilbert$150/hr, $295-$2,995
- East Valley Wealth LLCGilbert$300-$500/hr, $2,000-$10,000
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.