Project Based Planning via an Hourly Fee

Project-based consulting is available for specific questions and problems for which you are seeking advice, and is offered at an hourly rate. This is a great option if you need advice with a financial matter that doesn't fall under the scope of our other programs, or if you are currently working with another financial advisor and would simply like an objective 3rd-party opinion on the state of your financial plan without feeling the need to transfer assets or receive any sales pressure for the purchase of a financial product.

Cost: Billed at a rate of $200/hr.

Ready to have a conversation to learn more? 

Clarity Capital Management, LLC is a Registered Investment Advisor in the State of Oregon. Prior to any advisory work conducted outside Oregon, Clarity Capital Management would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.


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