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Clark James Drishinski

Advisor at Fenway Financial, LLC — Payson, UT

Updated today

Credentials

Series 63, Series 65

Experience

14 years

Location

Payson, UT

Fenway Financial, LLC logo

Fenway Financial, LLC

Independent

Total advisors

1

Clients per advisor

1 Low

Avg AUM per client

$200,000 Low

HNW client ratio

0% Low

About

Clark Drishinski is a financial advisor at Fenway Financial, LLC, an independent, state-registered firm based in Payson, UT. He holds Series 63 and 65 licenses and has 14 years of industry experience with prior roles at Cashew Financial, Indus Valley Partners, Keeler Thomas Management, and Sagepoint Financial. In addition to his advisory work, he is also licensed as an insurance agent. Fenway Financial provides hourly financial planning and consulting services to individuals and high-net-worth clients without directly managing assets. The firm refers clients to a third-party manager for investment management and focuses on comprehensive financial planning topics, including retirement strategies, risk management, and tax reduction.

Client services

Based on Fenway Financial, LLC

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Based on Fenway Financial, LLC

General retirement planning Income planning Wealth management Tax strategies for small businesses

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Fee options

Percentage

$0 - $250,000: 0.90% $250,001 - $750,000: 0.85% $750,001 - $1,250,000: 0.80% $1,250,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.55% $25,000,001+: Negotiable

Project-based

$150 per hour

Other

Fee-only: Hourly fee of $150 per hour for financial planning

Location

Payson, UT

Payson UT

Advisors at this office

1

Most active in

Utah

Work history

14 years of industry experience

Cashew Financial, LLC

2020 - Present • 6 years

Payson, UT

Indus Valley Partners

2019 - 2020 • 1 year

Payson, UT

Keeler Thomas Management, LLC

2015 - 2019 • 4 years

Orem, UT

Sagepoint Financial, Inc.

2013 - 2019 • 6 years

Orem, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt S

CFP®

Mapleton, UT

Summit Ridge Advisors

Summit Ridge Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Mapleton, Utah. As a fee-only, fiduciary firm, no commissions or product-based compensation are ever earned — eliminating conflicts of interest to stay focused entirely on your financial goals. Taking a personalized, goals-first approach to financial planning, Summit Ridge Advisors puts you at the center of every decision. Whether you're planning for retirement, managing investments, or building a lasting legacy, your CFP® professional serves as your dedicated financial guide every step of the way — built on trust, clarity, and long-term relationships.

Wealth management Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and eight years of industry experience. His career includes roles at Edward Jones, MassMutual Life Insurance Company, and other financial services firms. Outside of advisory work, he serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. He is also CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business. Albility Planning provides financial planning and portfolio management primarily for individuals and families, with specialized programs for households including members with special needs. The firm employs passive, asset-class-based investment strategies and offers services ranging from comprehensive planning and investment management to special-needs group coaching and public seminars.

General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting

Blake J

CFP®, Series 63, Series 65

Springville, UT

Pomegranate Financial LLC

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Debt management General tax planning Gen X (Born 1965-1980)
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Stephanie B

CFP®, Series 65

Spanish Fork, UT

NorthAvenue LLC

Stephanie Bailey is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Mercer Global Advisors since 2026 and previously spent six years with NorthAvenue, LLC. Her background also includes roles at educational institutions and in nonprofit settings. NorthAvenue LLC serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through both inclusive and shorter-term engagements. The firm employs a fiduciary approach, utilizing a combination of fundamental and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

General estate planning guidance College savings (529s, UTMA, etc.) Tax-loss harvesting
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Ewan M

Series 65

Mapleton, UT

Fiduciary Organization, LLC

Ewan Morkel is a financial advisor with Fiduciary Organization, LLC, holding a Series 65 designation and two years of industry experience. He is also the founder and Chief Tax Advisor of Morkel Financial, where he provides tax preparation and planning services. Prior to his advisory career, Morkel worked in secondary education and at Utah Valley University. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers customized investment management and financial planning, using both active and passive strategies, and emphasizes ongoing and project-based planning engagements with a small advisory team.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Hyrum S

CFP®

Spanish Fork, UT

Livet Wealth, LLC

Hyrum Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Livet Wealth, LLC. He has previously worked at Blue Barn Wealth, LLC, and operates his own advisory firm, Hyrum L Smith, LLC. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans, employing Modern Portfolio Theory and a tiered service model to tailor offerings to client needs. The firm manages accounts on a discretionary basis and features a multi-adviser structure, with approximately $335 million in assets under management across three advisors.

Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Business Financial Management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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