Cheri Franklin, CFP®, AIF®, CRPC®
CRD Number: 2012690Current Firm: Clarity Capital Advisors, LLC
Compensation Model: Fee Only
Cheri Franklin, President of Clarity Capital Advisors, is a credentialed, fiduciary wealth advisor and a CERTIFIED FINANCIAL PLANNER® (CFP) professional with over 25 years of financial experience. She founded Clarity to address the concerns of investors who view financial advisors as merely salespeople peddling commission-based investment products and/or charging high fees (e.g. 1% of the assets they manage) to line their own pockets instead of working in their clients' best interest. In most cases, investors are correct and they need to be mindful when seeking a new advisor.
Dedicated to the fiduciary standard, Cheri and her partner provide both financial planning services such as retirement planning, retirement income strategies, college planning, and charitable giving options combined with low-cost investment (asset) management services for one flat annual fee. One flat fee covers all accounts within a client's household.
EDUCATION: Pepperdine University, B.S. in Management
CREDENTIALS: CERTIFIED FINANCIAL PLANNER Professional
Accredited Investment Fiduciary
Chartered Retirement Planning Counselor
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Capital Advisors, LLC | Irvine, CA | Jan 2016 - Current | 8 |
| Dynamic Wealth Advisors | Scottsdale, AZ | Apr 2015 - Jan 2016 | < 1 |
| Index Fund Advisors Inc. | Irvine, CA | Nov 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- FL
- TX
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts266ACCOUNTS
-
Average Account Value$1,105,439
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, NE, NY, TX
Clarity Capital Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clarity Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clarity Capital Advisors, LLC unless a client service agreement is in place.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.