Clarity Financial, L.L.C.
Columbia, Missouri
Clarity Financial, L.L.C. at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 52 individual clients, 19 of them high net worth.
- Its average account is about $300,000 (assets it manages divided by its 96 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Columbia, Missouri |
|---|---|
| Website | goclarityfinancial.com |
| [email protected] | |
| Phone | (573) 447-7007 |
Questions about Clarity Financial, L.L.C.
How is Clarity Financial, L.L.C. paid?
Clarity Financial, L.L.C.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Clarity Financial, L.L.C. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Clarity Financial, L.L.C..
What is the average account at Clarity Financial, L.L.C.?
Clarity Financial, L.L.C.'s average account is about $300,000. That's the assets on its Form ADV divided by its 96 accounts.
Clarity Financial, L.L.C. fees
Clarity Financial, L.L.C. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 33 |
| High-net-worth clients | 19 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 158541 |