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Fee-Only, Fiduciary Wealth Management 

Low flat fees. No sales commissions or 12b-1 fees. No hourly planning fees.

 

 

 

Fixed, Flat Fee Financial Planning & Investment Management Services

 

 

Our low fees keep more of your money where it belongs - in your accounts, working for you.  

 

 

Credentialed, Fiduciary Advisors with 50 Years of Combined Financial Experience

 

                              

Flat Fee, Fiduciary Wealth Management Services

 

 

Investment Management

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

 

Retirement 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 college savings plans.

 

Charitable Giving

We can help you manage your charitable giving for a fraction of the cost of establishing a private foundation. 

 

 

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

Clarity's wealth services include:

 

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  • A Dedicated Team of Credentialed Financial Professionals with 50 years of combined financial experience.
  • Quarterly Investment Portfolio Review - In person or online. 
  • Financial Planning - Retirement Planning, Transitioning into Retirement, Retirement Income, College Planning, Estate Planning Review, and Charitable Giving Strategies
  • 401k and 403b Employer Retirement Plans - Investment Review and Asset Allocation 
  • Personal Risk Assessment
  • Investment/Portfolio Management
  • Account Setup and Transfer Documents 
  • Custom Investment Portfolio 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.
  • 529 College Savings Plans 
  • Donor Advised Funds 
  • 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 work together with your financial professionals - Accountants and estate planning attorneys.

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

 

Latest Blog Posts

Low Cost, Flat Fee 401k Retirement Plans

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on February 20th, 2019

In today’s job market, offering a low-cost, transparent retirement plan is essential, so here are three steps to get there.

Tags:
  • Cheri Franklin, CFP®, AIF®, CRPC®
  • Clarity Capital Advisors
  • Clarity Fiduciary Advisors
  • Flat Fee 401k
  • Jay D. Franklin, CFA®, CFP®, FSA®
  • Low Cost 401k
  • Read more

A Tribute to St. Jack

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on January 16th, 2019

 

Tags:
  • Cheri Franklin, CFP®, AIF®, CRPC®
  • Clarity Capital Advisors
  • Clarity Fiduciary Advisors
  • Flat Fee Advisors
  • Index Funds
  • Jay D. Franklin, CFA®, CFP®, FSA®
  • John Bogle
  • Vanguard Funds
  • Read more

What is Tax Loss Harvesting?

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on January 15th, 2019

 

Tags:
  • Cheri Franklin, CFP®, AIF®, CRPC®
  • Clarity Capital Advisors
  • Clarity Fiduciary Advisors
  • Fee Only Advisors
  • Fixed-Fee Advisors
  • Flat Fee Advisors
  • Jay D. Franklin, CFA®, CFP®, FSA®
  • Market Volatility
  • Orange County
  • Tax Loss Harvesting
  • Read more

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We work with clients nationwide.

Contact us for a complimentary consultation in our office or through an online meeting.

 

Toll Free: 800-345-4635

Email: info@clarityca.com

100 Spectrum Center Drive, Suite 900, Irvine, California 92618

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We are Fee Only, Fiduciary Wealth Advisors - Flat Fee Wealth Management

 

Clarity Capital Advisors, LLC is a Fee Only, Fiduciary, Registered Investment Adviser (RIA) firm. Flat fee 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.

 

Clarity Capital Advisors 

100 Spectrum Center Drive, Suite 900

Irvine, CA 92618

800-345-4635

 

 

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