Clarity Wealth Development LLC
Clarity Wealth Development, LLC is a Registered Investment Advisory firm headquartered in Corvallis, Oregon. Founded in 2010, the firm is independently owned by Kay Dee Cole (75%) and Kim Hall (25%), both of whom serve as principal advisors. Clarity specializes in comprehensive financial planning and portfolio management for individuals, high net worth families, and small businesses, offering personalized and holistic financial solutions. The firm has approximately 1 full-time principal and one part-time employee as of the most recent reporting. Clients benefit from expertise in retirement, tax, insurance, and estate planning.
Investment Strategy
Clarity Wealth Development uses a variety of portfolio models that incorporate risk analysis, client goals, age, needs, income level, tax bracket, and client values to determine an appropriate asset allocation of stocks, bonds, and other investments. The firm's comprehensive approach to investment and financial planning is rooted in constructing individualized plans that address the entire financial picture, emphasizing holistic strategies for tax efficiency, risk management, and long-term growth. Clarity offers ongoing advice as well as one-time engagements, focusing on transparent fee structures and client education to empower well-informed financial decisions.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 19.75% | $19.8M | 65,266 | $290.33 | $303.93 | +$2.9M |
D DFSV | DIMENSIONAL ETF TRUST | 11.16% | $11.2M | 380,726 | $30.50 | $29.43 | +$1.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.86% | $10.9M | 191,336 | $47.97 | $57.01 | +$953.3K |
S SCHR | SCHWAB STRATEGIC TR | 8.29% | $8.3M | 332,843 | $24.40 | $25.03 | +$558.9K |
D DFEM | DIMENSIONAL ETF TRUST | 5.56% | $5.6M | 188,021 | $26.29 | $29.68 | +$710.8K |