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Advisor

Ryan Todd

Lake Street · Chicago, Illinois

Ryan Todd 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.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmLake 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 2882139
Exams passedSeries 63 (1999) · Series 65 (2015)
Firm size9 employees
Disclosures None reported
Websitewww.clarity-fg.com

How Ryan's firm compares

  • Lake Street's average account is about $576,000, from its Form ADV (assets managed divided by 2,012 accounts).

What fee-only advisors charge in Illinois

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Questions about Ryan

Is Ryan Todd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?

Ryan's firm, Lake Street, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Ryan Todd based?

Ryan Todd is based in Chicago, Illinois.

Is Ryan Todd registered with the SEC?

Yes. Ryan Todd is registered as an investment adviser representative in IL (CRD 2882139), 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 Ryan Todd?

Through Ryan'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.

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