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Home > Retirement Planners > illinois > st charles > TOTAL CLARITY WEALTH MANAGEMENT, INC
TOTAL CLARITY WEALTH MANAGEMENT, INC
525 Tyler Rd
Suite T
St. Charles, Illinois 60174
Tel: 630-762-9352
About TOTAL CLARITY WEALTH MANAGEMENT, INC
TOTAL CLARITY WEALTH MANAGEMENT, INC, formally registered with the SEC as TOTAL CLARITY WEALTH MANAGEMENT, INC. The firm was established in 04/11/2007. They have over 14 offices throughout the country.
TOTAL CLARITY WEALTH MANAGEMENT, INC is a St. Charles, Illinois based Financial Planning firm with nearly $458,000,000 assets under management, offering retirement planning & investment advisory services to 2033 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142728 |
| SEC# | 801-67755 |
| Assets Managed by Firm | $458,000,000 |
| No. of Clients | 2033 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PER PROJECT FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (ADVISORY SERVICE FOR SMALL BUSINESS 401K PLANS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2033 | $458,000,000 |
| Individuals (other than high net worth individuals) | 758 | $166,400,000 |
| High net worth individuals | 159 | $291,000,000 |
| Charitable organizations | 2 | $300,000 |
| Corporations or other businesses | 2 | $300,000 |
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|---|---|---|---|
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