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 18 years of experience in the finance industry.

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