Clarity Financial, owned by Heather Liston, provides financial planning services to individuals and high-net-worth individuals. These services include comprehensive financial plans, one-time consultations, and hourly consulting. The firm helps clients with financial goal setting, retirement planning, tax planning strategies, investment analysis, equity compensation, cash flow and debt management, college savings, employee benefits optimization, estate planning, risk management, insurance review, and business planning. Clarity Financial does not offer investment management services.
Assets Under ManagementN/A
Clients105
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$5,250 - $7,500
Hourly Rate:$350/hr
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