# Eric Thomas

> Eric Thomas is a fee-only financial advisor at Clarity Capital Management in Portland, Oregon, who holds the CFP credential. Eric charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 0.5%–0.95% a year of assets managed) and focuses on tax planning and retirement planning.

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

## Facts

- **Firm:** Clarity Capital Management
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 0.5%–0.95% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $84.4M across 461 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 5539499 (https://adviserinfo.sec.gov/individual/summary/5539499)
- **SEC registration:** Investment adviser representative in OR, WA
- **Exams passed:** Series 63 (2008), Series 65 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://claritycapitalmgmt.com

## Frequently asked questions

### Is Eric Thomas a fee-only financial advisor?

Yes. Eric Thomas 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 Eric's firm.

### How does Eric charge for financial advice?

Eric charges a percentage of assets and an ongoing planning fee.

### How much does Eric charge?

According to Clarity Capital Management's website, checked October 28, 2026: ongoing planning from $5,000 a year; 0.5%–0.95% a year of assets managed.

### Does Eric work with clients virtually?

Yes. Clarity Capital Management says on its website that it works with clients remotely.

### Where is Eric Thomas based?

Eric Thomas is based in Portland, Oregon.

### What does Eric specialize in?

Eric's specialties include tax planning and retirement planning.

### What credentials does Eric Thomas hold?

Eric Thomas holds the CFP credential.

### Is Eric Thomas registered with the SEC?

Yes. Eric Thomas is registered as an investment adviser representative in OR and WA (CRD 5539499), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clarity Capital Management manage?

Clarity Capital Management reports $84.4M across 461 accounts in assets under management.

### How do I contact Eric Thomas?

Through Eric's website, claritycapitalmgmt.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/eric-thomas-11044): 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://claritycapitalmgmt.com/): 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.