Clarity Asset Management, Inc.

Clarity Asset Management, Inc. ("Clarity") is a registered investment advisor with the SEC, and operates as a fee-only financial planning and investment management team. Clarity was founded in 1998 and merged with Resource Planning Group in 2012. Donald Erickson started Resource Planning Group, Inc. in 1986 with a desire to break away from the traditional approach to financial advising which included earning commissions from selling products. He began with a "fee-only" compensation method to allow for objective financial planning while seeking to alleviate conflicts of interest - and that is how Clarity still operates today.

Our team consists of several people, each with their own area of expertise, who will all contribute to each client's financial planning and investment advisory services. Clarity offers services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations. Many of our clients include:

  • Iowa State University Faculty
  • Small Business Owners
  • Widows
  • Medical Professionals

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2117 Philadelphia St Ste 100 Ames, IA 50010-8775 Phone: (515) 233-3152

Primary Office

2117 Philadelphia St Ste 100 Ames, IA 50010-8775 Phone: (515) 233-3152