Clarity Wealth Development, LLC fees and pricing
Financial planner in Corvallis, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Clarity Wealth Development, LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“In certain cases, Clarity will charge an hourly rate not to exceed $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clarity Wealth Development, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This is payable during the planning process and clients may set up a mutually agreed upon payment plan.”
- “Clients may choose to be billed outside of their accounts at the end of each quarter.”
- “Fees for financial planning are billed and due according to the mutually agreed upon payment plan.”
How Clarity Wealth Development, LLC’s fees compare
- Its hourly rate of $400 is above the Oregon median of $250. 86% of the 123 other Oregon planners that publish an hourly rate charge less.
About Clarity Wealth Development, LLC
“Comprehensive Financial Planning Clarity Wealth Development provides comprehensive financial planning services, including tax planning, insurance analysis, retirement planning, estate planning, investment analysis, education planning, cash flow analysis, and net worth evaluation.”
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 226
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $208,615,945
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155103
- Phone
- (541) 753-1898
Can advise clients in 3 states: California, Oregon, Texas
Other planners in Corvallis that publish fees
- The Freyr GroupCorvallis$2,000-$4,500
- Thistle WealthCorvallis$390/hr, $5,850
- 2260 WestBend$450/hr, $3,000
- 5 Star InvestingMilton-freewater$250/qtr
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.