Clayton Phillips is a CFP-designated registered investment advisor at Clarity Financial, LLC, based in Beaverton, OR, with 14 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 50 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees may be negotiated at the discretion of Clarity Financial. Some current clients are on grandfathered or reduced advisory and planning fee schedules.
Fee Estimator
Location
Beaverton, OR
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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
Clarity Financial, LLC
Previous Registrations
Human Investing
Tpg Financial Advisors, LLC
State Registrations1 state
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