Jay Franklin
Clarity Capital Advisors · Lakewood Ranch, Florida
Jay Franklin is a fee-only financial advisor at Clarity Capital Advisors in Lakewood Ranch, Florida, who holds the CFP and CFA credentials. Jay 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 · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 5899203 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.claritycapitaladvisors.com |
| Profile |
How Jay'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 Jay
Is Jay Franklin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay 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 Jay charge for financial advice?
Jay charges a flat fee or retainer and an ongoing planning fee.
How much does Jay charge?
According to Clarity Capital Advisors's website, checked October 30, 2026: ongoing planning from $9,000 a year; no asset minimum.
Does Jay work with clients virtually?
Yes. Clarity Capital Advisors says on its website that it works with clients remotely.
Where is Jay Franklin based?
Jay Franklin is based in Lakewood Ranch, Florida.
What does Jay specialize in?
Jay's specialties include flat-fee planning. Jay works with pre-retirees.
What credentials does Jay Franklin hold?
Jay Franklin holds the CFP and CFA credentials.
Is Jay Franklin registered with the SEC?
Yes. Jay Franklin is registered as an investment adviser representative in FL and TX (CRD 5899203), 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 Jay Franklin?
Through Jay'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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