Clairalpha Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals and high‑net‑worth clients and also acts as an advisor to employer‑sponsored retirement plans, offering retirement plan consulting and 3(21)/3(38) support in addition to asset management, project‑based, hourly, and ongoing planning services. It also identifies and may recommend private placement opportunities to eligible, accredited clients as part of its service offering.
ClairAlpha’s investment approach emphasizes portfolio construction grounded in modern portfolio theory and employs long‑term and income strategies tailored to client risk profiles, with accounts managed on a discretionary basis when authorized. The firm delivers investment management through a co‑advisory managed‑account platform—allocating to third‑party model managers or using proprietary and custom models—and performs periodic reviews of accounts and plans.
Distinctive features disclosed in the brochure include an affiliation with a parent technology company that operates the Clair360 program and a private‑placement listing platform; advisory services to Clair360 members are provided without a direct fee to those members while compensation flows to the parent, and the parent also earns listing fees for private placements, each creating disclosed conflicts of interest the firm says it seeks to mitigate. The firm’s personnel also provide tax services through an affiliated tax entity and are licensed to sell insurance products, which the brochure notes as additional potential conflicts that are disclosed and subject to supervisory policies.
Client services
Expertise
Fee options
Financial planning fixed fees up to $25,000; Retirement plan consulting fixed fees $1,000 - $7,500
$0 - $3,000,000: 0.95% $3,000,001 - $7,500,000: 0.65% $7,500,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Financial planning and consulting services hourly rate: $199 - $499 per hour
Negotiable performance fee not exceeding 20% of returns above 7% hurdle rate, billed annually in arrears, only for qualified clients
Indirect subscription/membership/platform fees charged by parent company's Clair360 program to those members (clients receive advisory services at no direct fee)
Account minimum: $25,000 Fee-only: Financial Planning and Consulting Fees: Fixed fee up to $25,000; Hourly fees $199 - $499; Ongoing annual fee up to $25,000
Main office
5 Cowboys Way, Suite 300
Frisco TX 75034
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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