Fee-Only, Fiduciary Wealth Management Services

Our primary focus is giving our clients the best chance for investment success and the ability to enjoy their desired lifestyle in retirement. We accomplish this through flat-fee pricing and our commitments as a fee-only, fiduciary wealth management firm.

Flat Fee Financial Planning & Investment Management Services

Our low flat 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 401(k) Plans

Low-cost 401(k) and profit sharing 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.

Fiduciary wealth management services include:

A Dedicated Team of Credentialed (CFP, CFA) Financial Professionals with over 50 years of combined financial experience.
Quarterly Client Review - In person or online.
Financial Planning - Retirement Planning, Transitioning into Retirement, Retirement Income Strategies, Estate Planning Review, and Charitable Giving Strategies
Roth IRA Conversions, IRA Required Minimum Distributions (RMDs)
401(k) Retirement Distributions and Direct Transfers/IRA Rollovers
Investment/Asset Management - Investment Planning
Custom Investment Portfolio Options
Low-Cost, Tax-Efficient Investment Portfolios
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
Account Setup and Transfer Documents
401k and 403b Employer Retirement Plan Investment Review and Asset Allocation
529 College Savings Plans and Donor Advised Funds
Annual Risk Assessment and Wealth Plan Overview - To keep you on track.
Client Portal - View your accounts, performance, and custodian statements in one place.
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

Summary of 1Q/2019: A Nice Recovery and a Yield Curve Inversion

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on April 1st, 2019

3Q 2018 Updates Clarity Capital Advisors.jpg

Is a Cash Balance Plan Right for You?

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on March 17th, 2019

Tax Loss Harvesting Clarity.jpg

Vanguard’s “BETR” Approach to Roth Conversions

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on February 28th, 2019

Home

We work with clients nationwide.

Please contact us to learn more about our wealth services.

Fee Only, Fiduciary Wealth Advisors - Flat Fee Wealth Management Services

Clarity Capital Advisors

100 Spectrum Center Drive, Suite 900

Irvine, CA 92618

800-345-4635

Email us advisors@clarityca.com

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.

Firm Disclosures