Kyle Mast, CFP® Clarity Financial, LLC

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About Kyle Mast, CFP®

Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible.

Having been in the industry since 2009, and having worked with individuals, families, businesses, schools, churches, and endowments, Kyle emphasizes the importance of a long-term planning relationship with his clients as he believes this gives them the best possible chance of achieving their financial goals. One of Kyle’s specialties is extreme early financial independence and/or retirement planning.

 

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Ideal Clients

  • Entrepreneurs
  • Financial Coaching
  • Gen Y/Millennials
  • Offers Free Assistance to Furloughed Government Workers
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $215/month
  • Flat Fee: $750/Q&A Session
  • AUM: 0.65%

 

SEC Records

States Registered

  • Oregon

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