Clarity Council Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$0
About
Clarity Council Financial provides comprehensive and topic‑specific financial planning and non‑ERISA fiduciary retirement plan consulting to individuals, corporations, and pension/profit‑sharing plans. Its planning services include written comprehensive plans or hourly advice, while its retirement work covers participant enrollment, education, and sponsor consulting.
The firm does not directly manage client portfolios; instead it evaluates, recommends, and monitors third‑party investment advisers and relies on those advisers for portfolio management, trading, custody, and execution. Clarity Council reviews recommended advisers on factors such as fees, reputation, performance, financial strength, and reporting capabilities, and meets with clients at least annually to review account status and planning goals.
Notable distinctions include disclosed affiliations with insurance sales and an education coaching business, which the brochure says may result in commission income or separate fees and are managed through conflict‑of‑interest policies and disclosures. The combination of offering retirement plan consulting while operating principally as an adviser‑to‑advisers (rather than a portfolio manager) differentiates the firm from many independent peers.
Client services
Financial planning
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
Fee options
Fixed fee of $1,000 for comprehensive financial planning (negotiable)
$200 per hour for individual financial planning topics (negotiable)
Account minimum: $50,000 Minimum fee: Fixed fee of $1,000 for comprehensive financial planning (negotiable)
Main office location
Clarity Council Financial, LLC
9505 Hillwood Drive, Suite 100
Las Vegas NV 89134, United States
Number of offices
1
Most active in
Clarity Council Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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