Clark Financial Planning Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clark Financial Planning Services LLC provides holistic financial planning and advisory services to individuals, families, and small business owners. Services explicitly include tax planning and tax return preparation, cash flow and retirement planning, portfolio analysis, education planning, and estate planning reviews.
The firm’s investment approach emphasizes target asset allocation, low-cost index funds and ETFs, periodic rebalancing, and tax-aware, passive strategies rather than market timing or active stock picking. Clark offers investment recommendations and implementation assistance but accepts only non‑discretionary trading authority and does not maintain reportable client assets under continuous discretionary management.
Notable differences from many peers include a fee-only practice that does not use percentage‑of‑assets (AUM) fees, relying instead on fixed retainer and project engagements, and the principal’s tax credentials (Enrolled Agent) combined with CFP® and RICP® designations. The firm also discloses it may have limited constructive custody through client-authorized standing letters of authorization for transfers, and it does not vote client proxies or provide account performance reports as part of its standard services.
Client services
Expertise
Occupation focus
Fee options
Open Retainer Engagement fixed fee ranging from $3,000 to $40,000 annually; Project Retainer Engagement fixed fee calculated using hourly rate.
Project Retainer Engagement hourly rate ranges from $200 to $300 per hour.
Fee-only: Open Retainer Engagement: Fixed fee of $3,000 to $40,000 annually payable quarterly or monthly in advance; Project Retainer Engagement: Fixed fee based on an hourly rate ranging from $200 to $300 per hour, calculated based on complexity and time to complete; Tax return preparation fee: Base fee $475, can increase based on complexity.
Main office
Parkland FL
Advisors at this office
1
Most active in
Florida · Texas
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:
-
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.
Forms ADV
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")