Clarity Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fees between $3,500 and $5,500 for Project-Based Financial Planning; $0 to $5,000 for Educational Seminars
$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%
$500 per hour for Project-Based Financial Planning
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
San Rafael CA
Advisors at this office
2
Most active in
California
Also doing business as
Clarity Wealth Partners · Clarity Wealth Partners, 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
Advisors at this firm
Rania G
CFP®
San Rafael, CA
Clarity Wealth Partners
Rania Ghawi is a CFP®-certified financial advisor at Clarity Wealth Partners with two years of industry experience. She has previously worked at Beacon Pointe Advisors, Waypoint Wealth Partners, and Larkspur Financial Advisors. Clarity Wealth Partners is a fee-only registered investment adviser that serves individual and high-net-worth clients through wealth management, portfolio supervision, and comprehensive financial planning. The firm combines passive and active investment strategies, offers socially responsible options, and provides educational seminars and project-based planning.
Jill C
CFP®, Series 65
San Rafael, CA
Clarity Wealth Partners
Jill Carothers is a CFP®-credentialed financial advisor at Clarity Wealth Partners with seven years of industry experience. Her prior roles include positions at Rebalance LLC, Waypoint Wealth Partners, Brouwer and Janachowski, LLC, and a long tenure at All California Mortgage. Clarity Wealth Partners is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, and portfolio supervision for individual and high-net-worth clients. The firm also conducts educational seminars and offers project-based planning, managing portfolios with a combination of passive and active strategies and incorporating socially responsible investment options when requested.
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