Clarity Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$360,875,273
Clients
63
Advisors
2
of 2 employees
About
Clarity Capital Advisors advises individuals (including high‑net‑worth clients), trusts, corporations, and employer-sponsored retirement plans, delivering comprehensive wealth management and retirement plan consulting that combines investment management with financial planning services. The firm operates as a fee-only adviser and manages approximately $406 million for a concentrated client base supported by a two‑person advisory team.
The firm follows a long-term, low‑cost, highly diversified investment approach grounded in modern portfolio theory and academic research. Portfolios are implemented with passively structured funds and factor tilts (size, value, and profitability), use third‑party research (including Dimensional, Avantis, and Vanguard) and a proprietary scoring process for fund selection, and are reviewed and rebalanced at least quarterly.
What distinguishes Clarity Capital Advisors is its flat, fee‑only compensation model rather than charging advisory fees as a percentage of assets under management, a compensation choice that is uncommon among similar supported firms. Other notable features include a small advisory team overseeing substantial assets, explicit retirement plan consulting with ERISA fiduciary considerations, and an investment selection process that blends academic factor strategies with a proprietary fund acceptance framework.
Client services
Expertise
Fee options
Flat fee of $9,000 annually for Comprehensive Wealth Management; Retirement Plan Consulting fees on a flat fee basis up to $25,000 max plus possible per participant fees.
Minimum fee: Flat annual fee of $9,000 for Comprehensive Wealth Management services, not to exceed 2% of assets under management, billed quarterly pro-rata in arrears. Fees may be negotiable. Fee-only: Flat fee basis for Comprehensive Wealth Management and Retirement Plan Consulting services; Retirement Plan Consulting fees up to $25,000 maximum, with possible additional per participant fee up to $100.
Main office
9040 Town Center Parkway
Lakewood Ranch FL 34202
Advisors at this office
2
Most active in
California · Florida · Nebraska · New York · Texas
Also doing business as
Clarity Capital Advisors, LLC · Clarity Fiduciary Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Cheri F
CFP®, Series 63, Series 65
Lakewood Ranch, FL
Clarity Capital Advisors, LLC
Cheri Franklin is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Clarity Capital Advisors, LLC since 2016. She holds Series 63 and Series 65 licenses and participates as a supervisory committee member for Eagle Community Credit Union in California. Clarity Capital Advisors provides comprehensive wealth management services to individuals, trusts, estates, employer retirement plans, and business entities. The firm utilizes a long-term, disciplined, low-cost, and diversified investment approach, emphasizing global equity allocations with tilt toward small-cap, value, and profitability factors, while operating on a flat-fee, fee-only structure without account minimums.
Jay F
CFP®, CFA®
Lakewood Ranch, FL
Clarity Capital Advisors, LLC
Jay Franklin is a CFP® and CFA® with 14 years of industry experience. He has been with Clarity Capital Advisors, LLC since 2016, where he is one of two advisors. Clarity Capital Advisors serves individuals, trusts, estates, employer retirement plans, and business entities with comprehensive wealth management that integrates asset management, financial planning, and retirement-plan consulting. The firm follows a long-term, disciplined, low-cost, and highly diversified buy-and-hold investment approach based on modern portfolio theory, using mutual funds, ETFs, and select individual securities tailored to client circumstances.
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