Clayton Financial Services, Inc.
Pathways for current clients
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A Higher Standard           photograph  

We will work with you to design your financial portfolio.

As a fee-only advisory firm, our financial advice is objective and based on the knowledge gained through years of in-depth professional training and experience. Combined, our staff has over a century of experience.

Other advisers may earn commissions or other forms of compensation contingent on the sale of specific financial products, in addition to their asset-based fees. Fee-only investment advisers are held to a fiduciary standard. Working with such a firm lets you know that your interests come first. Our goal is to help you define and exceed your goals.

Clayton Financial Services, Inc., offers a menu of comprehensive or a la carte financial solutions to help you meet your needs. In addition, when you plug us in to your existing legal, insurance and accounting circle of advisers, the potential is there for you to receive the maximum good from our collective knowledge.

Meet our staff
Solutions for your financial life
Our fee structure

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A financial adviser held to a Fiduciary Standard occupies a
position of special trust and confidence when working with
a client. As a Fiduciary, the financial adviser is required to act
with undivided loyalty to the client. This includes disclosure
of how the financial adviser is to be compensated and any
corresponding conflicts of interest.
A Fee-Only financial adviser is one who is compensated
solely by the client with neither the adviser nor any related
party receiving compensation that is contingent on the
purchase or sale of a financial product. The adviser may
not receive commissions, rebates, awards, finder's fees,
bonuses or other forms of compensation from others
as a result of a client's implementation of the individual's
planning recommendations.