Kay Dee Cole
Clarity Wealth Development · Corvallis, Oregon
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.
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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 |
| Credentials | CeFT · CFP · RLP · PhD |
| SEC registration | Investment adviser representative in OR, TX · CRD 4997570 |
| Exams passed | Series 63 (2005) · Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | claritywealthdevelopment.com |
| Profile |
How Kay Dee's firm compares
- Clarity Wealth Development's average account is about $293,000, from its Form ADV (assets managed divided by 712 accounts).
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Questions about Kay Dee
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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