Clarity Council Financial, LLC logo

Clarity Council Financial, LLC

Updated today

Client AUM

$0

Clients

7

Advisors

1

of 1 employees

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

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Fee options

Fixed

Fixed fee of $1,000 for comprehensive financial planning (negotiable)

Project-based

$200 per hour for individual financial planning topics (negotiable)

Other

Account minimum: $50,000 Minimum fee: Fixed fee of $1,000 for comprehensive financial planning (negotiable)

Main office

9505 Hillwood Drive, Suite 100

Las Vegas NV 89134

Advisors at this office

1

Most active in

Nevada

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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