Clarity Financial Planners
Clayton, Missouri
Clarity Financial Planners 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 2 employees and 38 individual clients, 26 of them high net worth.
- Its average account is about $622,000 (assets it manages divided by its 213 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Clayton, Missouri |
|---|---|
| Website | clarityfinancialplanners.com |
| [email protected] | |
| Phone | (314) 548-2260 |
Questions about Clarity Financial Planners
How is Clarity Financial Planners paid?
Clarity Financial Planners's Form ADV says it is paid by: percentage of assets.
How many advisors does Clarity Financial Planners have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Clarity Financial Planners.
What is the average account at Clarity Financial Planners?
Clarity Financial Planners's average account is about $622,000. That's the assets on its Form ADV divided by its 213 accounts.
Clarity Financial Planners fees
Clarity Financial Planners 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 |
|---|---|
| Assets managed | $132 million |
| Individual clients | 12 |
| High-net-worth clients | 26 |
| Accounts managed | 213 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-130103) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 277114 |