Flat-Fee Wealth Management Services

Provided by a Team of Credentialed Fee Only, Fiduciary Wealth Advisors.

Total fee transparency. No sales commissions. No per hour planning fees.

Financial Planning & Investment Management Services

Our low, flat advisory fees help you maximize your investment returns.

Credentialed Fiduciary Advisors with 50 Years of Combined Experience

Flat-Fee 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.

Our flat-fee wealth services include:

A Dedicated Team of Credentialed Financial Professionals with 50 years of combined financial experience.
Financial Planning - Retirement Planning, Retirement Income, College Planning, Estate Planning Review, and Charitable Giving Strategies
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.
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 work together with your financial professionals - Accountants and estate planning attorneys.

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

Latest Blog Posts

Reflections on the Global Financial Crisis

Submitted by Clarity Capital Advisors - Fee Only, Flat Fee Advisors on September 16th, 2018

The Miserable State of Long-Term Care Insurance

Submitted by Clarity Capital Advisors - Fee Only, Flat Fee Advisors on August 29th, 2018

How Secure Is Social Security?

Submitted by Clarity Capital Advisors - Fee Only, Flat Fee Advisors on August 14th, 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