Cheri Franklin
Clarity Capital Advisors · Lakewood Ranch, Florida
Cheri Franklin is a fee-only financial advisor at Clarity Capital Advisors in Lakewood Ranch, Florida, who holds the CFP credential. Cheri charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $9,000 a year and no asset minimum) and focuses on flat-fee planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Clarity Capital Advisors |
|---|---|
| Based in | Lakewood Ranch, Florida |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $9,000 a year · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $406.3M across 274 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 2012690 |
| Exams passed | Series 63 (1994) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.claritycapitaladvisors.com |
| Profile |
How Cheri's firm compares
- Ongoing planning starts at $9,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- Clarity Capital Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 274 accounts).
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Questions about Cheri
Is Cheri Franklin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cheri holds no broker registration, and Clarity Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cheri charge for financial advice?
Cheri charges a flat fee or retainer and an ongoing planning fee.
How much does Cheri charge?
According to Clarity Capital Advisors's website, checked October 30, 2026: ongoing planning from $9,000 a year; no asset minimum.
Does Cheri work with clients virtually?
Yes. Clarity Capital Advisors says on its website that it works with clients remotely.
Where is Cheri Franklin based?
Cheri Franklin is based in Lakewood Ranch, Florida.
What does Cheri specialize in?
Cheri's specialties include flat-fee planning. Cheri works with pre-retirees.
What credentials does Cheri Franklin hold?
Cheri Franklin holds the CFP credential.
Is Cheri Franklin registered with the SEC?
Yes. Cheri Franklin is registered as an investment adviser representative in FL and TX (CRD 2012690), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clarity Capital Advisors manage?
Clarity Capital Advisors reports $406.3M across 274 accounts in assets under management.
How do I contact Cheri Franklin?
Through Cheri's website, www.claritycapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Clarity Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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