Clarke Financial Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clarke Financial Counsel, LLC provides fee-only financial planning to individuals and high-net-worth clients, delivering comprehensive and project-based planning across areas such as cash flow and debt management, retirement and estate planning, tax planning, insurance review, college savings, and business planning. The firm also offers investment analysis and guidance on equity compensation (stock options and restricted stock units) and produces a written financial plan as a primary deliverable.
The firm does not provide investment management or accept custody of client assets; instead it delivers advice through hourly and fixed-fee planning engagements and expects clients to implement investment recommendations through custodians of their choice. Reviews are performed periodically and the firm tailors its advice to client-specific factors such as risk tolerance, time horizon, and any client-imposed restrictions, and will coordinate with other professionals at a client’s request.
What distinguishes this practice is its explicit avoidance of percentage-of-assets fees and portfolio management, opting for hourly and project-based fee arrangements rather than AUM-based compensation or commission-based products. The practice’s focus on business-owner consulting and employee benefits optimization — including pension election analysis and stock-compensation strategies — together with its solo, non-discretionary, fee-only model, is an atypical combination among independent advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $3,250 to $13,000; upfront charge between $1,625 and $6,500 for first year comprehensive planning
$325 per hour billed in 15-minute increments
Fee-only: Hourly rate of $325 per hour; Fixed fees ranging from $3,250 to $13,000 depending on client complexity and service tier
Main office
Whitefish Bay WI
Advisors at this office
1
Most active in
Wisconsin
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.
Forms ADV
Quick links
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