Clarity Financial Design
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,198,944
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
38
39% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$1,347,341
About
Clarity Financial Design works with individual and high‑net‑worth clients as well as charitable organizations, providing tailored portfolio management, ongoing comprehensive financial planning (offered in Executive and Entrepreneur tiers), project‑based plans, and employee benefit plan consulting. The firm typically charges asset‑based advisory fees for investment management and provides both investment oversight and coordinated financial planning services.
Investment programs are built around strategic asset allocation with tactical adjustments and may combine passive and active funds; the firm uses fundamental, cyclical, and a behavioral financial‑personality assessment to align portfolios with client objectives and risk tolerance. Accounts are reviewed on a regular schedule and services include coordination with tax professionals, retirement‑plan advising, and participant education for employer‑sponsored plans.
Uncommonly among peers, Clarity Financial Design regularly offers educational seminars and speaking engagements (virtual or in person) as a practice offering separate from its advisory services. The firm also emphasizes entrepreneur‑focused planning—beginning with a review of a client’s business plan and integrating business growth, tax coordination, insurance, and succession considerations into ongoing financial planning.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Business sale tax planning
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Fee options
Project-based financial planning fees range from $2,500 to $10,000, fixed fee, negotiable.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $4,000,000: 0.95% $4,000,001+: 0.85%
Entrepreneur ongoing financial planning fees range from $150 to $500 per month or $450 to $1,500 per quarter, negotiable.
Main office location
Clarity Financial Design
205 N Orange Ave, Suite 306
Sarasota FL 34236, United States
Number of offices
2
Most active in
Clarity Financial Design has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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