Elizabeth Weil
Elizabeth Weil is a CFP-designated registered investment advisor at Clarity Northwest Wealth Management, LLC, based in Seattle, WA, with 12 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Clarity Northwest charges $300 per hour for financial planning services. The total cost depends on the complexity of the engagement, the number of planning areas requested, the depth of questions, the hours to complete the engagement, and the reports to be produced. An estimate is provided upfront, and fees may be negotiable. One-half of the anticipated project cost is due upon project commencement, and the remaining balance is due upon completion.
Location
Seattle, WA
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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.
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Elizabeth serves as the Board Secretary for the GPN Alliance (GPNA), a non-profit organization supporting fiduciary financial advice. She dedicates a few hours per week to this role and receives no compensation.
Employment History
Current Registrations
Clarity Northwest Wealth Management, LLC
Previous Registrations
D.A. Davidson & CO.
State Registrations2 states
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