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John Long

Total Clarity Wealth Management, INC
30 Years of Experience
Lisle, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

John Long is a registered investment advisor at Total Clarity Wealth Management, INC, based in Lisle, IL, with 30 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,038 clients with $760M in assets under management.

Total Clarity Wealth Management, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,038 clients
Average Client Portfolio
$728K average
Assets Under Management
$755.4M

Fee Structure

Minimum Investment:$10K
Planning is charged separately
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.75%
$50K - $100K2.75%
$100K - $250K2.75%
$250K - $500K2.50%
$500K - $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.75%
$5M+1.75%

Schedule reflects maximum annual fees for the Total Clarity Vision wrap program. Other programs like Value, PreActive, and CB accounts have separate schedules with maximum fees ranging up to 2.50% or 2.75%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lisle, IL

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History

Regulatory History (1)
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Customer Dispute
November 1999
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is a teacher/instructor, a referee/coach for various sports, and provides investment advisory services through Total Clarity Wealth Management, Inc, where he spends nearly full-time. He also has a DBA for LPL business under J. Long & Associates and Total Clarity Wealth Management, Inc.

Employment History
Current Registrations
Total Clarity Wealth Management, INC
December 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
September 1999 - Present · 27 yrs 1 mo
Previous Registrations
Capital Point Financial Group, LTD.
November 2019 - January 2024 · 4 yrs 2 mos
LPL Financial LLC
November 1999 - October 2020 · 20 yrs 11 mos
Edward D. Jones & CO., L.P.Broker
October 1995 - August 1999 · 3 yrs 10 mos
State Registrations4 states
AZILOHPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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