Clarity Wealth Solutions LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 4, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“The hourly fee for these services is $375.”

Flat or project fee

$7,500

“5 The maximum fixed fee for creating client financial plans is $7,500.”

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

How Clarity Wealth Solutions LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CWS's fees within five business days of signing the Investment Advisory Contract.”
• “The fees charged are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Clarity Wealth Solutions LLC’s fees compare

• Its hourly rate of $375 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
• 30 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $7,500 is above the Georgia median of $5,000. 75% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 33 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Clarity Wealth Solutions LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

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

2.7% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321105

Phone

(404) 537-2297

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

Compare all 159 planners in Atlanta