Firm
Clarity Capital Management
Portland, Oregon
Fee-only
Clarity Capital Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 100 individual clients, 35 of them high net worth.
- Its average account is about $183,000 (assets it manages divided by its 461 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Oregon median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | claritycapitalmgmt.com |
| [email protected] | |
| Phone | (503) 563-8299 |
Clarity Capital Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 0.5% to 0.95% a year |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"minimum annual fee starting at $5,000 for single clients or $6,000 for couples per year, assessed monthly or quarterly" source
"Fee ranges from 0.50% - 0.95% annually" source
"Fee ranges from 0.50% - 0.95% annually" source
"minimum annual fee starting at $5,000 for single clients or $6,000 for couples per year" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $84 million |
| Individual clients | 65 |
| High-net-worth clients | 35 |
| Accounts managed | 461 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 290179 |