Advisor at Pelorus Financial, LLC
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Firm
Pelorus Financial, LLC
Location
Trinity, FL 34655
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Chad Clark is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners and LPL Financial. Pelorus Financial is a small, two-advisor registered investment adviser serving individuals, charitable organizations, and business entities. The firm offers portfolio management and financial planning services, utilizing a combination of fundamental analysis and modern portfolio theory to implement diversified investment strategies with an emphasis on mutual funds, fixed income, ETFs, and specialized instruments such as Treasury inflation-protected bonds and precious metal ETFs.
Based on Pelorus Financial, LLC
Fixed financial planning fees between $250 and $10,000, negotiated based on complexity and estimated time.
$0 - $499,999: 1.00% $500,000 - $999,999: 0.80% $1,000,000 - And Up: 0.60%
4109 Little Rd Ste 101
Trinity, FL 34655
Florida
Pelorus Financial, LLC
2018 - Present (8 years)
Independent Financial Partners
2012 - 2019 (7 years)
LPL FINANCIAL
2012 - 2019 (7 years)
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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
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Other specialized services
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