David Hogaboom is a registered investment advisor at Total Clarity Wealth Management, INC, based in Arlington Heights, IL, with 36 years of industry experience. David 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 Ste 204B, Arlington Heights, IL, 60005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with several business entities, including Integrated Wealth Planning, Inc., Total Clarity Wealth Management (as a DBA and RIA), and Insightful Wealth Planning LLC. These activities, primarily investment-related, consume a significant amount of David's time, with approximately full-time hours dedicated to them.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLCBroker
Northstar Securities, LLCBroker
Destra Capital Investments LLCBroker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Van Kampen Funds INC.Broker
Everen Securities, INC.Broker
Datronic Securities CorporationBroker
A.S.A. Investment CompanyBroker
Pruco Securities CorporationBroker
State Registrations7 states
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.