Clark Brown, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,585,996
Clients
40
Advisors
2
of 2 employees
About
Hello Wealth serves individuals and families—including high‑net‑worth clients—along with employer‑sponsored retirement plans and charitable organizations. The firm provides fee‑only services that include financial planning (standalone and subscription), financial wellness coaching and budgeting, ongoing portfolio management, and retirement plan consulting.
The firm operates a service‑model framework that includes direct discretionary portfolio management, platform and manager‑supported implementation, and held‑away account management using third‑party technology such as Pontera. Its investment process emphasizes a long‑term, diversified approach informed by Modern Portfolio Theory and frequently relies on third‑party implementation and managers (for example, Focus Partners Advisor Solutions and, where used, allocations to managers like AQR) including access to alternative strategies that can involve limited liquidity, leverage, or derivatives.
Notably, Hello Wealth offers educational seminars and workshops and has expanded subscription‑based wellness and budgeting services focused on behavioral coaching and financial organization—services that are less common among peer firms. The firm’s principal also conducts consulting and educational programs for financial industry organizations, and the practice regularly integrates third‑party platforms and manager‑supported portfolios into its service delivery.
Client services
Expertise
Fee options
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.
Main office
215 Hawthorne Park, Suite B
Athens GA 30606
Advisors at this office
2
Most active in
Georgia
Also doing business as
Clark Brown, LLC · Hello Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Clark B
Series 63, Series 65
Athens, GA
Clark Brown, LLC
Clark 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.
Hayley B
Series 65
Athens, GA
Clark Brown, LLC
Hayley Brown is a financial advisor at Clark Brown, LLC in Athens, GA, holding a Series 65 designation with no prior industry experience. Before joining Clark Brown, she worked in consulting and freelance copywriting. Outside of financial advising, she is involved in acting and operates an online retail and creative services business. Clark Brown, LLC provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, and charitable organizations. The firm employs a structured investment process using institutional mutual funds and ETFs, offering both discretionary and non-discretionary services with regular portfolio reviews.
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