Clayton Phillips
Clarity Financial · Beaverton, Oregon
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.
Request an introduction to Clayton →
Specialties
Facts
| Firm | Clarity Financial |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $38.3M across 163 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5746218 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | clarity.financial |
How Clayton's firm compares
- Clarity Financial's average account is about $235,000, from its Form ADV (assets managed divided by 163 accounts).
Request an introduction to Clayton
Tell Clayton a little about what you're looking for. Clayton isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Clayton
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Clarity Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.