Clark Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,921,889
Clients
444
Advisors
4
of 7 employees
About
Clark Wealth Partners, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm reports managing roughly $260 million in client assets across several hundred client accounts.
The firm tailors portfolios to individual risk tolerances and objectives, primarily allocating among mutual funds, ETFs, individual equities, cash equivalents and internally designed model portfolios, and it offers both discretionary and non‑discretionary arrangements. Clark Wealth also provides standalone financial planning, may advise clients on digital assets, and can arrange securities‑backed lines of credit as an alternative to liquidating positions.
Noteworthy aspects disclosed in the brochure include the firm’s use of endorsements, third‑party ratings and client testimonials in its advertising and its practice of directly compensating outside promoters (including a disclosed referral relationship with NerdWallet), which the firm documents in its disclosures. The brochure also highlights potential conflicts the firm addresses, such as some advisers’ status as commission‑earning insurance producers and the firm’s routine requirement that clients custody assets and execute trades through Charles Schwab.
Client services
Expertise
Fee options
Flat fee for stand-alone financial planning engagements based on scope and complexity
$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 1.00% Above $5,000,001+: Negotiable
Additional financial planning services billed at $250 per hour (subject to client consent)
Minimum fee: Minimum annual fee of $5,000, or $1,250 per quarter for portfolio management services
Main office
821 West Hwy 50, Suite 204
O'Fallon IL 62269
Advisors at this office
4
Most active in
Florida · Illinois · Missouri · Nebraska · 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.
Quick links
Advisors at this firm
Michael C
CFP®, Series 63, Series 65
O'Fallon, IL
Clark Wealth Partners, LLC
Michael Clark is a CFP® with 19 years of industry experience. He has worked at Clark Wealth Partners, LLC since 2016 and previously spent six years at Visionary Wealth Advisors. Clark is also licensed as an independent insurance agent, an activity to which he devotes less than one hour per month. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, with portfolios tailored to clients’ risk tolerances and objectives using a range of investment vehicles and model portfolios.
Andrew B
Series 66
O'Fallon, IL
Clark Wealth Partners, LLC
Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked with New York Life and its affiliated companies from 2015 to 2025. Outside of his advisory role, he is also an independent insurance agent. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $260 million in client assets, providing discretionary portfolio management and financial planning tailored to individual risk tolerances and objectives.
Jacob M
Series 65
O'Fallon, IL
Clark Wealth Partners, LLC
Jacob Mc Kinney is a Series 65-licensed advisor with Clark Wealth Partners, LLC, bringing two years of industry experience. Before joining Clark Wealth Partners in 2024, he worked at Armstrong Teasdale LLP and PwC. He also served six years in the Air Force National Guard. Clark Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $260 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses, tailoring portfolios to clients’ risk tolerances using mutual funds, ETFs, equities, and model portfolios.
James N
CFP®, ChFC®, Series 63, Series 65, Series 66
O'Fallon, IL
Clark Wealth Partners, LLC
James Nash III is a CFP® and ChFC® with 11 years of industry experience. He currently serves as a financial advisor at Clark Wealth Partners, LLC and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. from 2015 to 2026. Clark Wealth Partners, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $260 million in client assets, tailoring portfolios to individual risk tolerances and objectives using mutual funds, ETFs, individual equities, and internally designed model portfolios.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)