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

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

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.

To learn more about the advisors currently working at Clark Financial Planning, 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.