Clarity Capital Advisors, LLC

Clarity Capital Advisors, LLC (CRD# 282405) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $294,046,641 in 266 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $1,105,439
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NE, NY, TX

Financial Advisors at Clarity Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jay D. Franklin
CRD#: 5899203
9040 Town Center Parkway, Lakewood Ranch, FL 34202

Jay Franklin (CRD# 5899203) is an Investment Advisor Representative working at Clarity Capital Advisors, LLC in Lakewood Ranch, FL and has 1 year of experience in the finance industry.

2
Cheri Franklin, CFP®, AIF®, CRPC®
CRD#: 2012690
9040 Town Center Parkway, Lakewood Ranch, FL 34202

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

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