Clarity Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,876,784
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
51
29% high-net worth
Advisors
1
of 1 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
51
HighAverage account size
$703,466
About
Clarity Financial is a fee-only registered investment adviser that provides comprehensive wealth management and financial planning to individuals and high‑net‑worth clients, and also accepts corporate and charitable organization clients. Its services include discretionary portfolio management, ongoing financial planning, and project‑based engagements, as well as business‑planning consulting for owners and executives.
The firm generally constructs diversified portfolios using mutual funds and ETFs but will build customized portfolios or select individual securities when clients request values‑based strategies; it offers socially responsible and Biblically Responsible investing options using third‑party research and positive/negative screens. Clients typically grant limited discretionary trading authority, accounts are monitored and rebalanced on a regular basis, and full financial reviews are conducted at least annually.
Noteworthy aspects compared with many peers include the firm’s explicit work with corporations and charitable organizations and its emphasis on business planning and employee‑benefit optimization alongside personal financial planning. The firm requires clients to custody assets at a designated broker‑dealer custodian, discloses block trading practices, relies on third‑party research for values‑based selections, and does not vote client proxies.
Client services
Portfolio management
Expertise
General estate planning guidance
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
Fixed fees for financial planning services range from $3,000 to $9,000.
$0 - $250,000: 1.40% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 0.70% $1,000,000+: 0.35%
Fee-only: Fee-only firm; does not receive commissions.
Main office location
Clarity Financial, LLC
Beaverton OR, United States
Number of offices
2
Most active in
Clarity Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
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
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