# Clarity Wealth Development, LLC
Source: https://planprovider.pro/provider/clarity-wealth-development-llc

> Oregon PERS statements can be hard to interpret, and Clarity Wealth Development, LLC has built a niche around helping PERS-eligible employees make sense of t…

Retirement Plan Advisor

Corvallis, OR

## About Clarity Wealth Development, LLC

<p>Oregon PERS statements can be hard to interpret, and Clarity Wealth Development, LLC has built a niche around helping PERS-eligible employees make sense of them as they plan for retirement. Headquartered in Corvallis in Oregon’s Willamette Valley, the firm works with clients across the greater mid-Willamette region and statewide.</p>

<p>Founded in 2010 by Certified Financial Planner™ Kay Dee Cole, Clarity Wealth Development is a fee-only fiduciary advisor. The practice focuses on life transitions like pre-retirement and retirement planning, sudden wealth, and planning after the loss of a spouse, with straightforward guidance tied to each client’s goals and values.</p>

<p>The firm offers investment management and ongoing financial planning, along with advice on insurance products when they affect a client’s plan. As of 2026, Clarity Wealth Development reports $0.2B in assets under management, and it does not require an investment minimum.</p>

<p>Clarity Wealth Development also provides 3(21) fiduciary support for retirement plans, working alongside other <a href="/retirement-plans">retirement plan providers</a> and sponsors that need documented investment guidance.</p>

<ul>
<li>Fee-only fiduciary financial planning and portfolio management</li>
<li>Specialized guidance for Oregon PERS-eligible employees</li>
<li>Planning for retirement, sudden wealth, and widow/widower transitions</li>
<li>3(21) fiduciary investment advice for plan sponsors</li>
<li>Insurance-related planning advice as part of the overall plan</li>
</ul>

Website: [https://claritywealthdevelopment.com/](https://claritywealthdevelopment.com/)

Founded: 2010

## Office Locations

- Corvallis, OR (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $170.6M

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