Heather Liston is a CFP-designated registered investment advisor at Clarity Financial, based in San Francisco, CA, with 8 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 105 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: Extensive plan covering numerous topics, with six months of ongoing support. Fees range from $5,250.00 to $7,500.00.
- One-time Consultation: Focused on specific areas of concern. Fees range from $895.00 to $1,500.00.
- Hourly Consulting: Available after completing a Comprehensive Financial Plan or One-time Consultation. The fee is $350.00 per hour.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clarity Financial
Previous Registrations
Global Retirement Partners LLC
State Registrations1 state
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