Jason Clary is a registered investment advisor at Clary Financial, INC, based in So. Easton, MA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 439 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is non-negotiable.
Fee Estimator
Location
43 Belmont St. Suite B, So. Easton, MA, 02375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clary Financial, INC
Previous Registrations
Clary Investment and Insurance Planning CORP.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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