Casey Moss is a registered investment advisor at Total Clarity Wealth Management, INC, based in Arlington Heights, IL, with 6 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 996 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Total Clarity offers several investment management programs, including Vision, Value, and PreActive accounts. Fees are calculated as a percentage of the account value, billed quarterly.
- Vision and Value Accounts: Fees are based on the account value at the end of the previous quarter.
- PreActive Accounts: Fees are based on the average daily balance of the account over the previous quarter.
Fees are negotiable and may vary among advisors. The total fee for Value and PreActive accounts (advisory fee plus transaction fees) could be high compared to industry standards. There are also Vision CB and Value CB accounts with different billing schedules.
Location
171 W Wing St, Suite 204B, Arlington Heights, IL, 60005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Casey is the owner and accountant at Casey Moss Tax and Accounting, LLC, providing tax preparation, accounting, and CPA services. This occupies nearly a full-time commitment.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLCBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.