Alena Zaffery
Clarity Wealth Development · Corvallis, Oregon
Alena Zaffery is a fee-only financial advisor at Clarity Wealth Development in Corvallis, Oregon. Clarity Wealth Development reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Alena →
Facts
| Firm | Clarity Wealth Development |
|---|---|
| Based in | Corvallis, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $208.6M across 712 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7637964 |
| Exams passed | Series 63 (2025) · Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.claritywealthdevelopment.com |
How Alena's firm compares
- Clarity Wealth Development's average account is about $293,000, from its Form ADV (assets managed divided by 712 accounts).
Request an introduction to Alena
Tell Alena a little about what you're looking for. Alena isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alena
Is Alena Zaffery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alena holds no broker registration, and Clarity Wealth Development reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alena charge for financial advice?
Alena's firm, Clarity Wealth Development, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alena Zaffery based?
Alena Zaffery is based in Corvallis, Oregon.
Is Alena Zaffery registered with the SEC?
Yes. Alena Zaffery is registered as an investment adviser representative in OR (CRD 7637964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clarity Wealth Development manage?
Clarity Wealth Development reports $208.6M across 712 accounts in assets under management.
How do I contact Alena Zaffery?
Through Alena's website, www.claritywealthdevelopment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.