Kacy Bass
Clarity Asset Management, Inc. · Ames, Iowa
Kacy Bass is a fee-only financial advisor at Clarity Asset Management, Inc. in Ames, Iowa, who holds the CFP credential. Clarity Asset Management, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Clarity Asset Management, Inc. |
|---|---|
| Based in | Ames, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $257.4M across 613 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 6460989 |
| Exams passed | Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Kacy's firm compares
- Clarity Asset Management, Inc.'s average account is about $420,000, from its Form ADV (assets managed divided by 613 accounts).
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Questions about Kacy
Is Kacy Bass a fee-only financial advisor?
Yes. Kacy Bass is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kacy's firm.
How does Kacy charge for financial advice?
Kacy's firm, Clarity Asset Management, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kacy Bass based?
Kacy Bass is based in Ames, Iowa.
What credentials does Kacy Bass hold?
Kacy Bass holds the CFP credential.
Is Kacy Bass registered with the SEC?
Yes. Kacy Bass is registered as an investment adviser representative in IA (CRD 6460989), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Clarity Asset Management, Inc. manage?
Clarity Asset Management, Inc. reports $257.4M across 613 accounts in assets under management.
How do I contact Kacy Bass?
Contact details aren't on file yet. Search for Clarity Asset Management, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
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