Kay Cole is a CFP-designated registered investment advisor at Clarity Wealth Development, LLC, based in Corvallis, OR, with 15 years of industry experience. Kay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 235 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is subject to a $5,000 minimum annual fee.
Fee Estimator
Contact
Kay Cole
Location
262 NW Polk Ave, Corvallis, OR, 97330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kay owns real estate through Clarity Properties, LLC since 2000, spending a few hours per week on paperwork and filing forms. This activity is not investment-related.
Employment History
Current Registrations
Clarity Wealth Development, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
My passion is working with people who have lost their financial partner or are dealing with a situation that requires many moving parts. Transitions are hard. Watching my Mom navigate Alzheimer's and then transition to being single made me want to protect her. I wanted to make sure others understood why it's essential to have someone outside your family to help..