St. Charles, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total Clarity Wealth Management, Inc
Team
Firm-wide stats for Total Clarity Wealth Management, Inc
About
Total Clarity Wealth Management provides wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporate clients, and offers advisory services to employer 401(k) plan sponsors. Its services include discretionary portfolio management (multiple managed account programs including wrap‑fee Vision and Vision CB accounts), financial planning, donor‑advised fund support, and special projects or retainer arrangements.
The firm’s advisory representatives build customized asset allocations and typically manage accounts on a discretionary basis using mutual funds, ETFs, stocks, bonds and alternative investments, and they make use of third‑party model portfolios and separately managed account programs through Schwab and LPL. Total Clarity monitors accounts at least quarterly, and it also offers a more active PreActive strategy for sophisticated investors that can employ leveraged and inverse ETFs, options strategies and margin/shorting where suitable; the firm uses block (aggregated) trading when executing across multiple client accounts.
Compared with many peers, Total Clarity discloses several uncommon operational features: it sponsors wrap fee programs, operates nine offices, and maintains affiliations with an attorney, a real estate broker and an accounting firm (Exemplar Accounting and Tax Advisors) to which advisors may refer clients. The brochure also discloses the firm’s use of promoter arrangements and vendor support (including transition assistance from LPL), its ability to use derivatives and borrowing in certain separately managed/PreActive accounts, and its provision of educational seminars to plan participants — items the firm frames as material considerations and potential conflicts of interest in its disclosures.
Based on Total Clarity Wealth Management, Inc
Expertise
Based on Total Clarity Wealth Management, Inc
Demographic focus
Based on Total Clarity Wealth Management, Inc
Location
525 Tyler Rd, Suite T
St. Charles IL 60174
Advisors at this office
12
Advisors at this office
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)