John Michael Clark
Advisor at Wolf Bay Wealth Partners — Leawood, KS
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
CFP®, CFA®
Experience Industry experience
2 years
Location
Leawood, KS
John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.
Based on Wolf Bay Wealth Partners
Based on Wolf Bay Wealth Partners
Project-based financial planning fees range from $2,500 to $12,000; ongoing financial planning fees range from $250 to $10,000 per month
0.50% annually (negotiable, especially for accounts over $10 million)
$400 per hour for project-based financial planning
Ongoing financial planning fees paid monthly in arrears, ranging from $250 to $10,000
Fee-only: Fees are negotiable and based on services provided; no commissions received.
Leawood, KS
Leawood KS
Advisors at this office
1
Kansas
2 years of industry experience
Wolf Bay Wealth Partners, LLC
2023 - Present • 3 years
Leawood, KS
University of Missouri - Kansas City
2009 - Present • 17 years
Kansas City, MO
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