W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Firms/Clarity Asset Management, Inc.

Clarity Asset Management, Inc.

Ames, Iowa

Fee-only

Clarity Asset Management, Inc. at a glance

  • One of 62 fee-only firms based in Iowa in the Wellspent graph.
  • 2 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 5 employees and 270 individual clients, 88 of them high net worth.
  • Its average account is about $420,000 (assets it manages divided by its 613 accounts).

Fee-only advisors in Iowa

Facts

Based inAmes, Iowa
Email[email protected]
Phone(515) 233-3152

Questions about Clarity Asset Management, Inc.

How many advisors does Clarity Asset Management, Inc. have in the Wellspent public graph?

The Wellspent public graph lists 2 advisors at Clarity Asset Management, Inc., and 2 hold the CFP.

What is the average account at Clarity Asset Management, Inc.?

Clarity Asset Management, Inc.'s average account is about $420,000. That's the assets on its Form ADV divided by its 613 accounts.

Clarity Asset Management, Inc. fees

Clarity Asset Management, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$257 million
Individual clients182
High-net-worth clients88
Accounts managed613
Employees5
Planning clients101-250
Registered withThe SEC (801-78348)
Financial planningOffered
Form ADV filedSeptember 18, 2026
SEC recordCRD 115699

Advisors at this firm (2)

Other fee-only firms in Iowa

Fee-only advisors in Iowa