Clarity Wealth Development, LLC

Clarity Wealth Development, LLC (CRD# 155103) is a financial advisory firm headquartered in Corvallis, OR. They manage $41,929,000 in 449 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $93,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Clarity Wealth Development, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kay D. Cole
CRD#: 4997570
262 Nw Polk Ave, Corvallis, OR 97330
100
Wealthminder
score

Kay Cole (CRD# 4997570) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has over 10 years of experience in the finance industry.

2
Todd D. Porterfield
CRD#: 2993639
0434 Sw Iowa St, Portland, OR 97239
93
Wealthminder
score

Todd Porterfield (CRD# 2993639) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Portland, OR and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.