CRD: 155103
Clarity Wealth Development, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North meridianZenith insight
- Established Date
- 11-15-2010
- Office Locations
- 1
Office Locations
About Clarity Wealth Development, LLC
Clarity Wealth Development is a fee-only, set-fee fiduciary RIA in Corvallis, Oregon offering personalized financial planning and investment management informed by decision science and research. It serves individuals and families in major life transitions (inheritance, divorce, loss of a partner) and pre-retirees/retirees, with clear, jargon-free guidance and implementation. Founded by CFP Kay Dee Cole.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KAY DEE COLE
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #4997570
- Ownership
- 50% but less than 75%
Kim Meyer Hall
Certified Financial Planner, CHIEF OPERATING OFFICER
- CRD
- #7012215
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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SHANE FRANCIS LITTLETON
--
- CRD
- #8048055
MICHELLE WILLIAMS ONAKA
Associate Advisor
- CRD
- #7842658
Zenith glacier
Oak harbor
- CRD
- #58328
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,615,945 | $293,000 |
| Non-Discretionary | $0 | -- |
| Total | $208,615,945 | $293,000 |
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Separately Managed Accounts
Total SMA Asset: $208,615,945
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $507,132,846 | 22.2% |
| Equity - Exchange | $637,342,630 | 27.9% |
| Cash | $1,139,906,712 | 49.9% |
| Total | $2,284,382,188 | 100.0% |