Clarity Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$3,500⁠-⁠$5,500

“Fixed fee rates range between $3,500 to $5,500.”

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

How Clarity Wealth Partners bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Hourly fees are due upon completion of the services.”

How Clarity Wealth Partners’ fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 10 other planners in San Rafael that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$5,500 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in San Rafael that publish a flat or project fee charge less.

About Clarity Wealth Partners

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2025.

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

2% a year

Minimum

$10,000 minimum fee (stated in brochure)

Employees

2

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338840

Phone

(415) 686-0699

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Brunger FinancialSan Rafael$25⁠-⁠$100/hr, $1,000⁠-⁠$10,000
• Fiduciary Financial Group, LLCSan Rafael$7,200⁠-⁠$100,000
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
• IntegrousSan Rafael$175⁠-⁠$300/hr, $2,500⁠-⁠$10,000

Compare all 26 planners in San Rafael