Casey Moss
Total Clarity Wealth Management · Arlington Heights, Illinois
Casey Moss is a fee-only financial advisor at Total Clarity Wealth Management in Arlington Heights, Illinois. Total Clarity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Total Clarity Wealth Management |
|---|---|
| Based in | Arlington Heights, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $755.4M across 2,569 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7193679 |
| Exams passed | Series 66 (2019) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.totalclaritybusiness.com |
How Casey's firm compares
- Total Clarity Wealth Management's average account is about $294,000, from its Form ADV (assets managed divided by 2,569 accounts).
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Questions about Casey
Is Casey Moss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Total Clarity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, Total Clarity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Casey Moss based?
Casey Moss is based in Arlington Heights, Illinois.
Is Casey Moss registered with the SEC?
Yes. Casey Moss is registered as an investment adviser representative in IL (CRD 7193679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Total Clarity Wealth Management manage?
Total Clarity Wealth Management reports $755.4M across 2,569 accounts in assets under management.
How do I contact Casey Moss?
Through Casey's website, www.totalclaritybusiness.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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