CLARK FINANCIAL PLANNING

Overview

Clark Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on fee-based financial planning and portfolio management for individuals and small business owners. Its business model emphasizes fixed fees rather than asset-based billing, which aligns with a planning-first relationship rather than a high-volume asset-gathering practice. Investment activity is centered on managed portfolios built from mutual funds and corporate debt, with annuities used selectively to address income and longevity needs. The firm does not position itself as a capital allocator and reports no active ESG investing program. Clark Financial Planning is structured to serve a local client base rather than a multi-state or institutional marketplace.

Assets & Accounts

Investments & Alternatives

Location & Offices