Clark Dunshee Brown
Advisor at Clark Brown, LLC — Athens, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
10 years
Location
Athens, GA 30606
Clark Brown, LLC
Supported
Total advisors
2Clients per advisor
20 LowAvg AUM per client
$689,650 TypicalHNW client ratio
30% TypicalClark Brown is a financial advisor with Clark Brown, LLC in Athens, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Cannon Financial Institute since 1998, providing consulting, professional development, and public speaking services, and also owns a coaching and training business serving businesses, nonprofit organizations, individuals, couples, and families. Clark Brown, LLC provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, and charitable organizations. The firm uses a structured investing process through Buckingham Strategic Partners, focusing on institutional mutual funds and ETFs with a long-term orientation, and manages approximately $22.3 million across about 37 client relationships.
Based on Clark Brown, LLC
Based on Clark Brown, LLC
Fixed-fee engagements for financial planning services (specific amounts vary, outlined in client agreement). One-time setup fees for financial wellness coaching ($199).
$0 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - and above: 0.75%
$300 per hour for financial planning services.
Financial wellness coaching: $199 initial setup fee plus $27 per month ongoing; ongoing financial planning support: $199 per month or $999 billed semi-annually; budgeting services with one-time and recurring monthly fees.
Fee-only: Fee-only investment adviser; no commissions or referral fees received.
Athens, GA
215 Hawthorne Park, Suite B
Athens GA 30606
Advisors at this office
2
Georgia
10 years of industry experience
Cannon Financial Institute
2017 - Present • 9 years
Athens, GA
Clark Brown, LLC
2017 - Present • 9 years
Athens, GA
Elevate Wealth Advisory
2015 - Present • 11 years
Athens, GA
Cannon Financial Institute
1998 - 2016 • 18 years
Athens, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")