Heather Liston
Clarity Financial · San Francisco, California
Heather Liston is a fee-only financial advisor at Clarity Financial in San Francisco, California, who holds the CFP credential. Heather charges a one-time planning fee.
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Facts
| Firm | Clarity Financial |
|---|---|
| Based in | San Francisco, California |
| Fee model | One-time planning fee |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6845791 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clarityfinancialca.com |
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Questions about Heather
Is Heather Liston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Clarity Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather charges a one-time planning fee.
Where is Heather Liston based?
Heather Liston is based in San Francisco, California.
What credentials does Heather Liston hold?
Heather Liston holds the CFP credential.
Is Heather Liston registered with the SEC?
Yes. Heather Liston is registered as an investment adviser representative in CA (CRD 6845791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Heather Liston?
Through Heather's website, www.clarityfinancialca.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 Financial 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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