# Kay Dee Cole

> Kay Dee Cole is a fee-only financial advisor at Clarity Wealth Development in Corvallis, Oregon, who holds the CeFT, CFP and RLP credentials. Clarity Wealth Development reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kay-dee-cole/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Clarity Wealth Development
- **Based in:** Corvallis, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $208.6M across 712 accounts
- **Credentials:** CeFT, CFP, RLP, PhD
- **CRD:** 4997570 (https://adviserinfo.sec.gov/individual/summary/4997570)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (2005), Series 65 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://claritywealthdevelopment.com

## Frequently asked questions

### Is Kay Dee Cole a fee-only financial advisor?

Yes. Kay Dee Cole is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kay Dee's firm.

### How does Kay Dee charge for financial advice?

Kay Dee's firm, Clarity Wealth Development, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kay Dee Cole based?

Kay Dee Cole is based in Corvallis, Oregon.

### What credentials does Kay Dee Cole hold?

Kay Dee Cole holds the CeFT, CFP, RLP and PhD credentials.

### Is Kay Dee Cole registered with the SEC?

Yes. Kay Dee Cole is registered as an investment adviser representative in OR and TX (CRD 4997570), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Kay Dee Cole?

Through Kay Dee's website, claritywealthdevelopment.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38723): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.