BK
BK

Brendan Krahl

11 Years of Experience
Arlington Heights, IL
Broker

Brendan Krahl is a registered investment advisor at Total Clarity Wealth Management, INC, based in Arlington Heights, IL, with 11 years of industry experience. Brendan 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.

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
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Location

171 W Wing St, Suite 204B, Arlington Heights, IL, 60005

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brendan operates Total Clarity Wealth Management as a DBA for LPL business and is a Registered Investment Advisor through Total Clarity Wealth Management, Inc., spending full-time hours on these activities. He also works as an investor for Tri County Tax & Accounting and has a business entity called The Bold Financial for tax/investment purposes, dedicating minimal time to each.

Employment History
Current Registrations
Total Clarity Wealth Management, INC
December 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Capital Point Financial Group, LTD.
April 2018 - January 2024 · 5 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 2014 - December 2014 · 9 mos
State Registrations9 states
ARCOILMDMONCPATXWI
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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