CLARITY CAPITAL ADVISORS, LLC
SEC RegisteredFlat Fee, Fiduciary Advisors
About the firm
Clarity Capital Advisors provides flat fee, fee-only fiduciary wealth management to clients nationwide. Unlike many advisors, the firm never charges a percentage fee based on assets, instead passing savings directly to clients in the form of low, flat fees. Services are provided by experienced and credentialed CFA® and CFP® financial professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flat fee fiduciary wealth management including retirement planning, customized investment portfolios, tax and estate planning, college savings (529 plans), charitable giving (Donor-Advised Funds), and 401(k) and Cash Balance Plan advisory services.
Who they serve
Clients nationwide, including investors seeking retirement planning, asset management, and employer retirement plan advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $4.4M |
| High Net Worth Individuals | 55 | $357M |
| Charitable Organizations | 11 | $45M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLARITY CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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