Wilson, Clark Allen
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves a mix of individual and institutional clients, including trusts, investment companies, 401(k) plans and other pension plans, and offers portfolio management along with stock, ETF and mutual fund selection, option strategies, market timing, and 401(k) plan management. The brochure states the firm also provides subscription-based data services and is developing web and mobile apps, while reporting zero dollars under management as of May 27, 2026.
The firm’s investment approach is active and rules-based, following the CANSLIM methodology with emphasis on frequent monitoring, hard stop-loss rules (typically limiting losses to around 7–8% per position), and use of both long and short positions, ETFs and options where appropriate. It also uses proprietary algorithmic allocation tools for defined‑contribution and annuity products (described as 401kScience and Annuity Science) to score and rank funds for portfolio placement.
Compared with many solo independent advisors, the firm discloses several uncommon practices: it accepts performance‑based fees for accredited, qualified and institutional clients, offers institutional and pooled‑vehicle services, develops subscription/webapp products tied to its scoring systems, and may accept non‑cash compensation (e.g., equity or warrants) for consulting with small‑cap issuers. These features—combined with a stated focus on market timing and proprietary allocation engines—differentiate its service mix from typical single‑advisor independent firms.
Client services
Expertise
Fee options
$0 - $5,000,000: 2.00% annually $5,000,001 - $10,000,000: 1.60% annually $10,000,001 - $20,000,000: 1.20% annually $20,000,001+: 0.80% annually
Commissions are reported in SEC data; no specific amounts disclosed in brochure.
Active Client: None; Passive Client: $350/hour
Performance-based fees charged to institutional, accredited, and qualified clients; typically quarterly in arrears, based on account gains exceeding high water mark, additional 20% fee over base fee schedule.
Account minimum: $1,500,000 Fee-only: Fee-only advisory service, client pays all other transaction fees, redemption fees, brokerage fees, etc.
Main office
San Clemente CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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 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”)