Clarity Financial Design
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,198,944
Clients
38
Advisors
1
of 2 employees
About
Clarity Financial Design serves individual and high‑net‑worth clients, charitable organizations, and employer plan sponsors. The firm provides tailored investment management, ongoing comprehensive financial planning (with distinct Executive and Entrepreneur tracks), project‑based planning, and retirement plan consulting, and also offers educational seminars and participant education.
The firm’s investment approach centers on strategic asset allocation, blending passive and active funds and using fundamental, behavioral, and cyclical analysis to build portfolios aligned with client risk tolerance and goals. Advisors combine planning and portfolio management—addressing tax coordination, estate and business considerations—and review accounts on a regular (typically quarterly) basis.
The firm is relatively small and principal‑led, maintaining roughly $51 million in discretionary assets across fewer than 40 clients with a single listed principal/CCO overseeing the practice. It is noteworthy for pairing a compact advisory team and professional designations (CFP® and CFA) with public educational seminars and ERISA‑focused plan consulting that includes participant‑level education—an uncommon mix for a firm of this size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based financial planning fees fixed and negotiated between $2,500 and $10,000.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $4,000,000: 0.95% $4,000,001+: 0.85%
Entrepreneur ongoing financial planning fees range from $150-$500 per month or $450-$1,500 per quarter, negotiable.
Account minimum: $500,000 for Executive ongoing comprehensive financial planning service; however, Item 7 states 'We do not have a minimum account size requirement' for clients overall. Thus, minimums are waivable or only apply to specific services, so overall answer is "0". Fee-only: Project-Based Financial Planning with fixed fees ranging from $2,500 to $10,000, negotiable.
Main office
205 N Orange Ave, Suite 306
Sarasota FL 34236
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Clarity Financial Design · Clarity Financial Design LLC
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.
Forms ADV
Quick links
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