Justin Terzo
Lake Street · Chicago, Illinois
Justin Terzo is a fee-only financial advisor at Lake Street in Chicago, Illinois. Lake Street reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Justin →
Facts
| Firm | Lake Street |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.16B across 2,012 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5716648 |
| Exams passed | Series 66 (2009) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.clarity-fg.com |
How Justin's firm compares
- Lake Street's average account is about $576,000, from its Form ADV (assets managed divided by 2,012 accounts).
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justin
Is Justin Terzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Lake Street reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Lake Street, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Terzo based?
Justin Terzo is based in Chicago, Illinois.
Is Justin Terzo registered with the SEC?
Yes. Justin Terzo is registered as an investment adviser representative in IL (CRD 5716648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lake Street manage?
Lake Street reports $1.16B across 2,012 accounts in assets under management.
How do I contact Justin Terzo?
Through Justin's website, www.clarity-fg.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.
See something wrong? Request a correction. Read our methodology.