Clarity Wealth Advisors LLC

Item 5 Fees and Compensation
Portfolio Management Services
Our annualized fee for portfolio management services is typically based on a percentage of your
assets we manage, and is based on the following blended- tiered fee schedule.**

Assets Under Management                        Maximum Annualized Fee***
Up to $2,000,000                               1.25%
$2,000,001 - $3,000,000                        0.90%
$3,000,001 - $4,000,000                        0.85%
$4,000,001 - $5,000,000                        0.80%
Above $5,000,000                               0.75%

*In general, we require a minimum of $500,000 to establish a managed account. However, in our sole
discretion, we may accept accounts that do not meet our minimum account requirement.

**For example, the applicable management fee for a client with $3,500,000 in portfolio assets would be
as follows: the first $2,000,000 would be billed at an annual rate of 1.25%; the next $1,000,000 would
be billed at an annual rate of 0.90%, and the remaining $500,000 would be billed at an annual rate of
0.85%.

***Adjustments will be made on a pro-rata basis for single transactions involving deposits and/or
withdrawals more than $100,000 during the billing period (quarter).

While our portfolio management fees are generally based on the tiered fee schedule noted above, we
may negotiate management fees that are based on a flat percentage of assets under management. In
these instances, our maximum annual fee will not exceed the percentages and corresponding fee
break points disclosed in the tiered fee schedule above.

Our annual portfolio management fee is billed and payable quarterly in advance based on the value of
your account on the last business day of the previous quarter.

If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

Our fees for portfolio management services will be deducted directly from your account through the
qualified custodian holding your funds and securities. We will deduct our advisory fee only when you
have given our firm written authorization permitting the fees to be paid directly from your account.
Further, the qualified custodian will deliver an account statement to you at least quarterly. These
account statements will show all disbursements from your account, and you should review all
statements for accuracy. If you have any questions about the statement(s) you receive from the
qualified custodian, please call our main office number located on the cover page of this Disclosure
Brochure.

In instances where you have acted on our recommendation to engage a TPAM (third-party asset
manager), the TPAM will generally charge you a percentage of assets under management fee that is
separate and apart from our portfolio management fee. Clients will typically enter into an agreement
directly with the TPAM, and clients should carefully review that agreement along with the TPAM's
disclosure brochure for specific information regarding the terms of their engagement with the TPAM.
Clients will incur additional fees and should consider the total cost.

Our agreement for services will continue in effect until terminated by either party upon 30-days' written
notice to the other party. You will incur a pro rata charge for services rendered prior to the termination
of the agreement, which means you will incur advisory fees only in proportion to the number of days in
the quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned,
you will receive a prorated refund of those fees.

Financial Planning Services
We provide financial planning services on a fixed fee basis with our fees ranging up to $5,000. These
fees are generally due within 30 days of the inception of the engagement, but we reserve the right to
negotiate other fee-paying arrangements. The financial plan and related recommendations will be
delivered within six months (typically sooner) from the inception of the engagement. For these
relationships, we offer complimentary, ongoing consulting services for a period no later than twelve
months from the date of contract. The financial planning engagement will renew automatically pursuant
to the Financial Planning Agreement on the one-year anniversary unless terminated by the client. If the
Financial Planning Agreement is renewed, we will prepare an updated written financial plan for the
same fixed fee (unless negotiated otherwise), which will be due within 30 days of the one-year
anniversary date.

In our sole discretion, we may negotiate our fee and fee-paying arrangements depending on the
client's individual circumstances. All terms of our engagement, including the fee and how the fee is
payable, will be evidenced in the written agreement that you sign with our firm.

We will offset our financial planning fees to the extent you implement our recommendations through
our portfolio management services within 90 days from the inception of the financial planning
engagement.

Either party may terminate the engagement by providing written notice to the other party. You will incur
a pro rata charge for services rendered prior to the termination of the agreement. If advanced fee-
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Item 7 Types of Clients
We typically offer investment advisory services to individuals (including high-net worth individuals),
pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other
business entities.

Generally, we require a minimum account size of $500,000 to open and maintain an advisory account
with our firm, but we may waive or lower this minimum requirement in our sole discretion. Additionally,
we may combine the account values of family members living in the same household to determine the
applicable advisory fee. For example, we may combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts to meet the stated
minimum.