Clark Brown
Advisor at Clark Brown, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Clark Brown, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA 30606
Credentials
Series 63, Series 65
Industry experience
10 years
Clark Brown is a financial advisor with Clark Brown, LLC in Athens, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Cannon Financial Institute since 1998, providing consulting, professional development, and public speaking services, and also owns a coaching and training business serving businesses, nonprofit organizations, individuals, couples, and families. Clark Brown, LLC provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, and charitable organizations. The firm uses a structured investing process through Buckingham Strategic Partners, focusing on institutional mutual funds and ETFs with a long-term orientation, and manages approximately $22.3 million across about 37 client relationships.
Based on Clark Brown, LLC
Based on Clark Brown, LLC
Fixed-fee engagements for financial planning services (specific amounts vary, outlined in client agreement). One-time setup fees for financial wellness coaching ($199).
$0 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - and above: 0.75%
$300 per hour for financial planning services.
Financial wellness coaching: $199 initial setup fee plus $27 per month ongoing; ongoing financial planning support: $199 per month or $999 billed semi-annually; budgeting services with one-time and recurring monthly fees.
Fee-only: Fee-only investment adviser; no commissions or referral fees received.
215 Hawthorne Park, Suite B
Athens, GA 30606
Georgia
Cannon Financial Institute
2017 - Present (9 years)
Clark Brown, LLC
2017 - Present (9 years)
Elevate Wealth Advisory
2015 - Present (11 years)
Cannon Financial Institute
1998 - 2016 (18 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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