ProjectionLab
Advisor
Michael BradyCEPA
Many people have accounts, few have a plan… I started Clarity in 2024 with the intention of providing better outcomes for clients. The status quo in the industry is to collect clients rather than serve them. At Clarity, we’re building something different. Clarity is a firm that prioritizes you, your family & your business.
Ideal Clients
Business Owners
High Net Worth
Pre-Retirees
Focus Areas
Retirement Planning
Estate Planning
Social Security
Pricing
AUM
Flat Fee
A one time financial plan can be made ranging from $2,000-$10,000 depending on complexity. Business Owners tend to be on the higher end but they also receive a business valuation. AUM fees start at 1% and go down based on portfolio size.
Availability
Accepting new clients
Credentials
CEPA
Business
Clarity Advisors
Location
East Amherst, New York, United States
Meeting Options
Remote, In-Person
Languages
English
Website
Email
(716) 217-2021
Calendar
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