CLARITY WEALTH DEVELOPMENT, LLC

262 Nw Polk Ave
Corvallis, Oregon 97330
Tel: 541-753-1898

About CLARITY WEALTH DEVELOPMENT, LLC

CLARITY WEALTH DEVELOPMENT, LLC, formally registered with the SEC as CLARITY WEALTH DEVELOPMENT, LLC. The firm was established in 06/21/2021. They have over 1 offices throughout the country.

CLARITY WEALTH DEVELOPMENT, LLC is a Corvallis, Oregon based Financial Planning firm with nearly $140,635,576 assets under management, offering retirement planning & investment advisory services to 798 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155103
SEC#	801-121546
Assets Managed by Firm	$140,635,576
No. of Clients	798
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (NET WORTH FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	798	$140,635,576
Individuals (other than high net worth individuals)	201	$64,907,752
High net worth individuals	20	$75,727,824

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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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