# Clayton Phillips

> Clayton Phillips is a fee-only financial advisor at Clarity Financial in Beaverton, Oregon, who holds the CFP credential. Clayton focuses on retirement planning, tax planning and estate & legacy planning. Clarity Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/clayton-phillips/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Clarity Financial
- **Based in:** Beaverton, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $38.3M across 163 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 5746218 (https://adviserinfo.sec.gov/individual/summary/5746218)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://clarity.financial

## Frequently asked questions

### Is Clayton Phillips a fee-only financial advisor?

Yes. Clayton Phillips is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Clayton's firm.

### How does Clayton charge for financial advice?

Clayton's firm, Clarity Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Clayton Phillips based?

Clayton Phillips is based in Beaverton, Oregon.

### What does Clayton specialize in?

Clayton's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Clayton Phillips hold?

Clayton Phillips holds the CFP credential.

### Is Clayton Phillips registered with the SEC?

Yes. Clayton Phillips is registered as an investment adviser representative in OR (CRD 5746218), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clarity Financial manage?

Clarity Financial reports $38.3M across 163 accounts in assets under management.

### How do I contact Clayton Phillips?

Through Clayton's website, clarity.financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/clayton-phillips-10228): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.clarity.financial/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.