Firm
Clarity Capital Advisors
Lakewood Ranch, Florida
Fee-only
Clarity Capital Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 63 individual clients, 55 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 274 accounts).
- Its ongoing planning fee starts at $9,000 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Lakewood Ranch, Florida |
|---|---|
| Website | claritycapitaladvisors.com |
| Phone | (800) 345-4635 |
Clarity Capital Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our $9,000 annual flat fee includes asset management and retirement planning." source
"We do not have a required asset minimum." source
"Our $9,000 annual flat fee includes asset management and retirement planning." source
"Unlike many advisors, we never charge a percentage fee (e.g., 1%) based on your assets." source
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 by | Fixed fees |
|---|---|
| Assets managed | $406 million |
| Individual clients | 8 |
| High-net-worth clients | 55 |
| Accounts managed | 274 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-120316) |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 282405 |