Clark Financial Planning

Overview

Clark Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small-business clients. Its client billing model is a fixed-fee arrangement rather than asset-based fees or commissions. The adviser is not identified as a capital allocator and does not market itself as an ESG investor, pension consultant, or multi-state adviser; the year of SEC registration is not listed in the available data.

Assets & Accounts

Investments & Alternatives