Flat Fee Wealth Management Services

Provided by Credentialed, Fee-Only Fiduciary Wealth Advisors

No sales commissions. No proprietary products. No hidden fees.

Financial Planning & Investment Management Services

Our low advisory fees help you maximize your investment returns.

Credentialed Fiduciary Advisors with 50 Years of Combined Experience

Private Wealth Management Services

Investment Management

We utilize low-cost, tax-efficient mutual funds from Dimensional Fund Advisors and Vanguard to minimize costs and maximize returns.

Financial Planning

We will design a plan and manage your assets to create an income stream for your desired lifestyle in retirement.

Employer Plans

Low-cost retirement plans for small to mid-size companies. Learn about our flat-fee pricing for employers.

Asset Allocation

The most important determinant of future returns is asset allocation, not security selection or market-timing.

College Planning

Get smart about saving for a child's college education. Learn more about our low-cost 529 savings plans.

Charitable Giving

A Donor Advised Fund can help you manage your charitable giving for a fraction of the cost of a private foundation.

We don't nickel and dime you for different services.

One Flat Advisory Fee Provides You With

Dedicated, Credentialed Financial Professionals - 50 years of combined financial experience.
Financial Planning - Retirement Planning, Retirement Income, College Planning, Estate Planning Review, and Charitable Giving Strategies
Investment/Portfolio Management
Custom Investment Options - Reduce advisor fees while maintaining your low-cost investments.
Low-Cost Mutual Funds and Exchange-Traded Funds (ETFs) - No Sales Commissions, No Hidden 12b-1 Fees
Low-Cost, Tax-Efficient Investment Portfolios comprised of Dimensional Fund Advisors and Vanguard mutual funds.
Employer Retirement Plan Asset Allocation and Advice
529 College Savings Plans
Donor Advised Funds
Quarterly Investment Portfolio Review - In person or online
Quarterly Portfolio Monitoring - We review your accounts every quarter to make sure your allocation is consistent with your goals.
Portfolio Rebalancing and Tax Loss Harvesting, as needed
Quarterly Portfolio Performance Reporting and Gain/Loss Accounting
Annual Risk Assessment and Wealth Plan Overview - To keep you on track.
Client Portal - View your accounts, performance, and custodian statements in one place.
Other Services - Roth Conversions, Required Minimum Distributions, and Retirement Rollovers
We take a collaborative approach with your financial professionals (CPA) and estate planning attorneys.

Clarity Insights Blog by Jay D. Franklin, CFA®, CFP®, FSA®

Latest Blog Posts

Proposition 13 and the Endowment Effect

Submitted by Clarity Capital Advisors - Fee Only, Fiduciary Advisors on July 18th, 2018

Summary of 2Q/2018: Trade Wars and a Flattening Yield Curve

Submitted by Clarity Capital Advisors - Fee Only, Fiduciary Advisors on July 1st, 2018

When a State-Specific Municipal Bond Fund Makes Sense

Submitted by Clarity Capital Advisors - Fee Only, Fiduciary Advisors on June 21st, 2018

Home

We work with clients nationwide.

Meet with us in person or online.

Clarity Capital Advisors, LLC is a Fee Only, Registered Investment Adviser firm. Advisory services are only offered to clients or prospective clients where Clarity Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clarity Capital Advisors, LLC unless a client service agreement is in place.

Firm Disclosures