Clark Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clark Financial Planning provides personalized, fee-only financial planning and investment management to individuals, trusts, estates and small businesses, covering areas such as retirement planning, tax planning, cash flow management, education funding and estate considerations. The firm operates as a solo independent adviser and does not sell investment products or accept commissions.
The firm emphasizes asset allocation and a long-term, buy-and-hold investment approach, typically implementing portfolios with no-load mutual funds and passive index exchange-traded funds to gain diversified market exposure. Client relationships involve scheduled reviews (generally once or twice a year) rather than continuous monitoring, and clients retain custody of assets while trades are generally executed with client approval; limited power-of-attorney arrangements are used in some cases for trade execution.
Notably, the firm does not use a percentage-of-assets-under-management fee model and instead engages clients through an ongoing retainer arrangement and separate fixed-fee project engagements, distinguishing it from many peers that charge AUM fees. The firm is a member of NAPFA and adheres to fee-only and professional conduct standards, and it maintains advisor relationships with custodians to facilitate client servicing without accepting product commissions.
Client services
Expertise
Fee options
Project services provided for a fixed fee ranging from $1,000 to $25,000.
$0 - $1,000,000: 0.35% $1,000,000 - $2,000,000: 0.25% $2,000,000 - $3,000,000: 0.15% $3,000,000+: 0.10%
Minimum fee: Minimum fee of $5,000 per year Fee-only: Fee-Only financial planning and investment management; no commissions or product sales.
Main office
9850 Von Allmen Ct., Ste. 201
Louisville KY 40241
Advisors at this office
1
Most active in
Kentucky
Also doing business as
Clark Financial Planning · Clark Financial Planning, LLC · Clark Fp
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.
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