A complete list of active advisors currently associated with Clark Financial Planning Services LLC

Warmer can help you find a great advisor at Clark Financial Planning Services LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clark Financial Planning Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Steven Clark	Parkland, FL	12

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