Ryan Mohr
Clarity Capital Management · Portland, Oregon
Ryan Mohr is a fee-only financial advisor at Clarity Capital Management in Portland, Oregon, who holds the CFP credential. Ryan 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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $84.4M across 461 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 5396900 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | claritycapitalmgmt.com |
| Profile |
How Ryan's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Oregon median of $5,000 for fee-only firms that publish prices.
- Clarity Capital Management's average account is about $183,000, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Ryan
Is Ryan Mohr a fee-only financial advisor?
Yes. Ryan Mohr 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 Ryan's firm.
How does Ryan charge for financial advice?
Ryan charges a percentage of assets and an ongoing planning fee.
How much does Ryan 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 Ryan work with clients virtually?
Yes. Clarity Capital Management says on its website that it works with clients remotely.
Where is Ryan Mohr based?
Ryan Mohr is based in Portland, Oregon.
What does Ryan specialize in?
Ryan's specialties include tax planning and retirement planning.
What credentials does Ryan Mohr hold?
Ryan Mohr holds the CFP credential.
Is Ryan Mohr registered with the SEC?
Yes. Ryan Mohr is registered as an investment adviser representative in OR and WA (CRD 5396900), 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 Ryan Mohr?
Through Ryan's website, claritycapitalmgmt.com.
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 Capital Management 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.
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