Clarity Wealth Partners

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Clarity Wealth Partners is a fee-only, registered investment adviser that provides wealth management, ongoing portfolio supervision, and comprehensive financial planning for individual and high-net-worth clients, together with one-time project-based planning. The firm also offers group educational seminars and speaking engagements that are presented as general, non‑individualized financial education.

Portfolios are managed on a discretionary basis with written investment policies and target asset allocations, using a mix of passive and active strategies and optional socially responsible (ESG) considerations where requested. The firm may allocate portions of client accounts to separately managed account models and conducts due diligence to recommend and select outside managers when appropriate.

What is notable about the firm is its emphasis on non‑standard client services for an investment manager: it runs educational seminars, offers limited-scope planning billed on an hourly/project basis, and expressly selects other advisers and SMA managers as part of its solutions. The firm, formed recently and staffed by CFP‑credentialed principals, also requires clients to maintain accounts on selected institutional custodial platforms as part of its operational model.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Social Security optimization ESG / Sustainable investing

Fee options

Fixed

Fixed fees between $3,500 and $5,500 for Project-Based Financial Planning; $0 to $5,000 for Educational Seminars

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $6,000,000: 0.80% $6,000,001 - $8,000,000: 0.70% $8,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Project-based

$500 per hour for Project-Based Financial Planning

Other

Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual fee for Wealth Management services Fee-only: Fee-only firm; no commissions or sales-related compensation

Main office location

Clarity Wealth Partners

San Rafael CA, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

Form ADV Part 2: Client Brochure

Quick links

415-686-0699

Advisors at this firm

Rania G

CFP®

San Rafael, CA

Clarity Wealth Partners

Rania Ghawi is a CFP® professional with one year of experience in the financial advisory industry. She has worked at Clarity Wealth Partners since 2026 and previously held roles at Beacon Pointe Advisors, Waypoint Wealth Partners, and Larkspur Financial Advisors. Clarity Wealth Partners is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, portfolio supervision, and comprehensive financial planning. The firm offers discretionary portfolio management using both passive and active strategies, optional ESG considerations, and provides educational seminars and project-based planning services.

College savings (529s, UTMA, etc.) Cash flow / budgeting Social Security optimization ESG / Sustainable investing

Jill C

CFP®, Series 65

San Rafael, CA

Clarity Wealth Partners

Jill Carothers is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with Clarity Wealth Partners and has previously worked at Rebalance LLC, Waypoint Wealth Partners, Brouwer and Janachowski, LLC, and All California Mortgage. Clarity Wealth Partners is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, portfolio supervision, and comprehensive financial planning. The firm uses a mix of passive and active strategies, offers optional ESG considerations, and provides educational seminars and limited-scope planning alongside discretionary portfolio management.

College savings (529s, UTMA, etc.) Cash flow / budgeting Social Security optimization ESG / Sustainable investing

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