As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.
There are A Few Ways We Can Work Together
Comprehensive Ongoing Financial Planning
Ongoing financial planning provides a comprehensive review of your financial world with continual guidance, encouragement, accountability and implementation
Consists of minimum initial engagement fee starting at $1,500 and minimum annual fee starting at $2,400 for single clients or $3,000 for couples per year, assessed monthly or quarterly.
Low-cost evidence based portfolio allocations tailored to your goals, tolerance for risk and time horizon.
A percent of assets under management. Fee is calculated annually and assessed quarterly directly from the account, or billed separately.
Fee ranges from 0.50% - 0.95% annually
*Comprehensive Ongoing Financial Planning Included for assets exceeding $400,000
One-Time Financial Plan
For do-it-yourselfers who want a professional perspective. Comprehensive financial plans designed to answer all of your questions and create a clear path forward toward your goals. Starting at:
|In certain circumstances, Clarity Capital Management will offer project & hourly based services. Sometimes people will have very narrow or focused financial questions or issues they need help with. These "topical" engagements may be billed on a flat-fee or hourly basis and the price will be agreed upon in advance. Hourly services offered at a rate of $300/hr.|
Ready To Learn More?
Let's Start By Having An Introductory Phone Call