Featured Business Financial Advisor in Irvine, CA
Irvine Financial Advisors
Clarity Capital Advisors
100 Spectrum Center Drive, Suite 900
Irvine, CA 92618
(800) 345-4635
“Fee Only, Fiduciary - Flat Fees for Wealth Management ”
Advisor Profile
Cheri  Franklin, CFP®, AIF®, CRPC®
Name:  Cheri Franklin, CFP®, AIF®, CRPC®
Phone Number:  (800) 345-4635
Website:  Visit Website
Disclaimer
Clarity Capital Advisors, LLC is a Fee Only, Registered Investment Adviser firm. 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 Clarity Capital Advisors

Clarity Capital Advisors is a fee-only Registered Investment
Advisor (RIA) firm legally bound by the fiduciary standard of
care. True to our name, Clarity, we believe you are entitled
to honesty, full transparency in advisory and investment fees,
and investment advice that is free from the conflicts of
interest found in many fee-based financial firms.

You can trust your financial assets in the care of a team of
highly credentialed, fee only fiduciary wealth advisors with
over 50 years of financial experience.

Our clients benefit from an array of fiduciary wealth services
including financial planning such as retirement planning,
college planning, and income strategies combined with low-cost
investment (asset) management for one simple and
straightforward flat advisory fee. Our designations
include CERTIFIED FINANCIAL PLANNER®(CFP) and Chartered
Financial Analyst (CFA), key certifications for financial and
investment professionals.

Fee-only means our only form of compensation is the flat fee
we charge for our services. We do not recommend any
investments with sales commissions, surrender charges, or
hidden fees, such as mutual fund 12b-1 fees. We are not
brokers or affiliated with a broker-dealer. Therefore, we do
not offer any proprietary investment products. This enables us
to be truly unbiased and objective in our investment
recommendations. Being fee-only means we've eliminated the
conflicts of interest associated with fee-based advisors.

We would love to share with you the benefits of working
with our team of credentialed, fiduciary wealth advisors.

We work with clients nationwide. Call Clarity Capital Advisors
today!
 

General Information

CRD#:    2012690
Firm CRD#:    282405
States Licensed in:    CA,TX
States Willing to do Business in:   
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    3
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    I do not offer commissioned investment products.
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Beta Gamma Sigma - International Business Honor
Society
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Flat Fee
Additional Details on Charges:    Our fees stay fixed as your account values
increase, keeping more of your money working for
you. No sales commissions, no hidden fees, no
proprietary investment products.
 
 
 
Prepared By: Cheri Franklin, CFP®, AIF®, CRPC®