Clarity Financial Design at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 38 individual clients, 15 of them high net worth.
- Its average account is about $384,000 (assets it manages divided by its 134 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|
Questions about Clarity Financial Design
How is Clarity Financial Design paid?
Clarity Financial Design's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Clarity Financial Design have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Clarity Financial Design.
What is the average account at Clarity Financial Design?
Clarity Financial Design's average account is about $384,000. That's the assets on its Form ADV divided by its 134 accounts.
Clarity Financial Design fees
Clarity Financial Design 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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 23 |
| High-net-worth clients | 15 |
| Accounts managed | 134 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 6, 2026 |
| SEC record | CRD 316258 |