Clarity Financial Organization, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,742,678
Total clients
53
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$429,107
Client services
Fee options
Annual fixed fees for financial planning range from $500 to $5,000 per plan, paid quarterly.
$0.00 - $199,999.99: 2.0% $200,000.00 - $249,999.99: 1.9% $250,000.00 - $299,999.99: 1.8% $300,000.00 - $649,999.99: 1.7% $650,000.00+: 1.5%
Insurance commissions earned by CCO/Founder from insurance product sales, separate from advisory fees.
Hourly billing rate of $300 per hour for financial planning and consulting services.
Minimum fee: Financial planning annual fixed fee ranges from $500 to $5,000 per plan, payable quarterly in four equal payments; hourly rate $300/hour Fee-only: Comprehensive financial planning offered on hourly and fixed fee basis; financial planning fees may be waived for clients enrolled in wealth management services.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Clarity Financial Organization, LLC
301 West Main Street, Suite 201
Boonville IN 47601, United States
Number of offices
1
Forms ADV
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