Kacy Bass is a CFP-designated registered investment advisor at Clarity Asset Management, INC., based in Ames, IA, with 11 years of industry experience. Kacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 271 clients with $260M 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 | 1.00% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.35% |
Fees are negotiable at the discretion of the advisor.
Fee Estimator
Contact
Kacy Bass
Location
2117 Philadelphia Street, Suite 100, Ames, IA, 50010
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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 Asset Management, INC.
State Registrations1 state
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Exams
Additional Information
Kacy grew up in Huxley, Iowa. He earned his Bachelor of Arts Degree in Biblical Studies from Trinity International University in Deerfield, Illinois in 2012. He and his wife returned to central Iowa where Kacy began pursuing a career in helping others accomplish their financial goals. He began working at Clarity Asset Management, Inc. in January 2014. Kacy became a Uniform Investment Advisor in March 2015 and a CERTIFIED FINANCIAL PLANNER™ Professional in December 2016. He completed his Master of Family and Consumer Sciences Degree specializing in Family Financial Planning at Iowa State University in 2018 and began as a Guest Lecturer at Iowa State University in the financial planning program in 2019.
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