CLARK PLANNING & INVESTMENT ADVISORY

Overview

Clark Planning & Investment Advisory is a small, independent registered investment adviser operating as a sole proprietorship that focuses on individuals and families, with some work for small businesses. The firm delivers financial planning and portfolio management services and bills clients by percentage of assets under management and on an hourly basis. The practice reports a full set of discretionary assets, indicating the adviser typically implements and manages client portfolios directly rather than acting in a purely advisory or referral capacity. Investment preferences show a clear equity bias, with an emphasis on non-exchange traded equity positions. The firm supplements equity exposure with traditional pooled vehicles such as mutual funds and uses corporate debt for fixed-income needs. Clark Planning & Investment Advisory does not position itself as an active ESG investor and is not categorized as a multi-state adviser or pension consultant.

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Public Holdings

Investments & Alternatives

Location & Offices