AdFi
CC

CLARITY CAPITAL ADVISORS, LLC

SEC Registered

Flat Fee, Fiduciary Advisors

LAKEWOOD RANCH, FLhttps://claritycapitaladvisors.com(800) 345-4635
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
274

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.

IndividualsHigh Net WorthCharitable Organizations

Areas of expertise

Flat FeeFee-onlyFiduciaryRetirement PlanningInvestment ManagementTax PlanningEstate PlanningCollege SavingsCharitable Giving401(k) PlansCFA+1 more

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 segmentClientsAssets managed
Individuals (Non-HNW)8$4.4M
High Net Worth Individuals55$357M
Charitable Organizations11$45M

0 total clients reported on Form ADV.

Leadership

Cheri Ada Franklin
MANAGING MEMBER
Jay David Franklin
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
FL
LAKEWOOD RANCHHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#282405
SEC Number
801-120316
Disciplinary History
No
Fee Model & Minimums
Model: Flat Fee

Data as of February 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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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