AdvisorCensus / Financial advisors / Clarity Cross Border Planning
Clarity Cross Border Planning
Filed as CLARITY CROSS BORDER PLANNING · Legal name Clarity Cross Border Inc.
Clarity Cross Border Planning is an SEC-registered investment advisory firm in Edmonton, Alberta, Canada, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 9, 2026.
Quick answers
From the filingHow is Clarity Cross Border Planning compensated?
On its Form ADV (Item 5.E, October 2026), Clarity Cross Border Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
How much does Clarity Cross Border Planning charge?
Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: $4,800 to $10,000 a year (ongoing monitoring and financial reviews). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Clarity Cross Border Planning located?
Clarity Cross Border Planning's principal office is in Edmonton, Alberta, Canada, according to its Form ADV.
Is Clarity Cross Border Planning registered with the SEC or a state?
Clarity Cross Border Planning is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337443.
How have Clarity Cross Border Planning's assets and staff changed since 2025?
In the Form ADV data for Clarity Cross Border Planning: Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Clarity Cross Border Planning serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80).
Does Clarity Cross Border Planning report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337443
Does Clarity Cross Border Planning state an account minimum?
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no account minimum for any of CCBI’s services."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no account minimum for any of CCBI’s services.
Flat fee: $4,800 to $10,000 a year (ongoing monitoring and financial reviews)
The brochure's wording
The negotiated fixed rate for ongoing monitoring and financial reviews is between $4,800 and $10,000 annually.
As stated in the firm's Form ADV Part 2A brochure dated March 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
Registration and firm details
Items 1, 2, 5- Legal name
- Clarity Cross Border Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | April 9, 2026 |
| October 2025 | Not reported | 1 | June 20, 2025 |
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Clarity Cross Border Planning (CRD 337443): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/clarity-cross-border-planning-edmonton-alberta-337443