{
  "crd_number": 337443,
  "slug": "clarity-cross-border-planning-edmonton-alberta-337443",
  "primary_business_name": "CLARITY CROSS BORDER PLANNING",
  "legal_name": "CLARITY CROSS BORDER INC.",
  "dbas": [],
  "city": "Edmonton, Alberta",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 80
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ca.linkedin.com/company/clarity-cross-border-planning",
    "https://claritycrossborder.com",
    "https://facebook.com/p/Clarity-Cross-Border-Planning-61577934156883",
    "https://youtube.com/@ClarityCrossBorder"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337443",
  "city_as_filed": "EDMONTON, ALBERTA",
  "url": "https://advisorcensus.com/firm/clarity-cross-border-planning-edmonton-alberta-337443",
  "display_name": "Clarity Cross Border Planning",
  "summary": "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.",
  "citation": "AdvisorCensus. Clarity Cross Border Planning (CRD 337443): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Clarity Cross Border Planning compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Clarity Cross Border Planning charge?",
      "a": "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."
    },
    {
      "q": "Where is Clarity Cross Border Planning located?",
      "a": "Clarity Cross Border Planning's principal office is in Edmonton, Alberta, Canada, according to its Form ADV."
    },
    {
      "q": "Is Clarity Cross Border Planning registered with the SEC or a state?",
      "a": "Clarity Cross Border Planning is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337443."
    },
    {
      "q": "How have Clarity Cross Border Planning's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Clarity Cross Border Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80)."
    },
    {
      "q": "Does Clarity Cross Border Planning report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Clarity Cross Border Planning state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"There is no account minimum for any of CCBI’s services.\""
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2025-06-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $4,800 to $10,000 a year (ongoing monitoring and financial reviews)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of CCBI’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $4,800 to $10,000 a year (ongoing monitoring and financial reviews)"
        ],
        "quotes": [
          "The negotiated fixed rate for ongoing monitoring and financial reviews is between $4,800 and $10,000 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 4800.0,
          "max": 10000.0,
          "period": "annual",
          "service": "ongoing monitoring and financial reviews"
        }
      ]
    },
    "quotes": [
      "There is no account minimum for any of CCBI’s services.",
      "The negotiated fixed rate for ongoing monitoring and financial reviews is between $4,800 and $10,000 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/clarity-cross-border-planning-edmonton-alberta-337443.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 80,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337443",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}