Financial Clarity, Inc.

Financial Clarity, Inc.

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2570 West El Camino Real Suite 600

Mountain View, CA 94040

650-559-9900

financialclarity.com

No. advisers: 11

AUM: $1,437,584,000

Asset Breakdown

Staff
Employees 11
Clients
High-net-worth individuals 100%
Financial planning clients 26-50
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $0 0 $0
Non-discretionary 1437584000 30 $47,919,467
Total $1,437,584,000 30 $47,919,467

Bringing financial clarity at a better price point for clients

November 19, 2019 - Pricing models for advisers stand a a unique inflection point. Facet Wealth's Brent Weiss explains what this means for advisers and their clients.

Rockefeller Capital buys wealth firm for Silicon Valley rich

September 18, 2019 - Rockefeller Capital Management, the wealth adviser led by former Morgan Stanley executive Greg Fleming, is boosting its Silicon Valley credentials. The firm that traces its roots to oil baron John D. Rockefeller agreed to acquire Financial Clarity, a...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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