Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
St. Charles, IL 60174
Total Clarity Wealth Management, Inc
Team
Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc with three years of industry experience. She holds a Series 65 designation and has worked at Wall Street Financial Advisors and as a self-employed financial planner. In addition to her advisory role, she is an independent licensed insurance agent focusing on life, accident, and health insurance. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors, offering discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations using various investment vehicles and maintains several offices with affiliations to legal, real estate, and accounting professionals.
Based on Total Clarity Wealth Management, Inc
Based on Total Clarity Wealth Management, Inc
Based on Total Clarity Wealth Management, Inc
Fixed fees for financial planning ($250 to $5,000) and special projects, retainer programs ($250 to $50,000 annually)
$0 - $50,000: Vision: 2.75% annually; Value: 2.50% annually; Vision CB: 2.75% annually; Value CB: 2.50% annually; PreActive: 2.50% annually $50,001 - $100,000: Vision: 2.75% annually; Value: 2.50% annually; Vision CB: 2.75% annually; Value CB: 2.50% annually; PreActive: 2.50% annually $100,001 - $250,000: Vision: 2.75% annually; Value: 2.50% annually; Vision CB: 2.75% annually; Value CB: 2.50% annually; PreActive: 2.50% annually $250,001 - $500,000: Vision: 2.50% annually; Value: 2.25% annually; Vision CB: 2.50% annually; Value CB: 2.25% annually; PreActive: 2.50% annually $500,001 - $1,000,000: Vision: 2.00% annually; Value: 1.75% annually; Vision CB: 2.00% annually; Value CB: 1.75% annually; PreActive: 2.50% annually $1,000,001 - $3,000,000: Vision: 1.75% annually; Value: 1.50% annually; Vision CB: 1.75% annually; Value CB: 1.50% annually; PreActive: 2.50% annually $3,000,001 - $5,000,000: Vision: 1.75% annually; Value: 1.50% annually; Vision CB: 1.75% annually; Value CB: 1.50% annually; PreActive: 2.50% annually $5,000,001+: Vision: 1.75% annually; Value: 1.50% annually; Vision CB: 1.75% annually; Value CB: 1.50% annually; PreActive: 2.50% annually
Commissions earned by dually registered representatives on sales of securities and insurance products outside advisory accounts, including on alternative investments and variable annuities purchased outside advisory accounts
Financial planning and retainer services billed at rates up to $500 per hour
Account minimum: $10,000 (general minimum for Vision and Value Accounts) and $100,000 (minimum for PreActive Accounts); smaller accounts may be accepted on a case-by-case basis Fee-only: Financial planning fees up to $500 per hour or fixed fees ranging from $250 to $5,000; Retainer programs up to $500 per hour or fixed fees from $250 to $50,000 annually
St. Charles, IL
525 Tyler Rd, Suite T
St. Charles IL 60174
Advisors at this office
12
Illinois
3 years of industry experience
Total Clarity Wealth Management, Inc.
2023 - Present • 3 years
Saint Charles, IL
Wall Street Financial Advisors
2022 - Present • 4 years
Saint Charles, IL
Self-Employed
2022 - Present • 4 years
Saint Charles, IL
Self-Employed
2016 - 2022 • 6 years
Friedberg, Hessen
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
West Chicago, IL
York Wealth Management, LLC
Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.
Verified by Warmer
CFP®, Series 66
Downers Grove, IL
Vertex Partners
Justin Dagostino is a CFP® professional with 10 years of industry experience. He has worked at several firms including LPL Financial, TD Ameritrade, and Scottrade, with his current role at Vertex Partners beginning in 2021. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm focuses on asset allocation, diversification, and behavioral finance through a combination of active and passive model portfolios, utilizing various third-party manager platforms and tax-aware strategies.
Verified by Warmer
Series 63, Series 66, Series 7, CFP®, CLU®, RICP®
Schaumburg, IL
Eagle Strategies (NY Life)
Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
Series 65
Schaumburg, IL
Navarro Asset Management, LLC
Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.
Series 63, Series 65
Wheaton, IL
Wolfstone Wealth
Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.
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