Advisor at Clark Asset Management, LLC
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Firm
Clark Asset Management, LLC
Location
Palmetto, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
13 years
Gregory Baker is a CFP® with 13 years of industry experience. He currently works at Clark Asset Management, LLC and previously held roles at Charles Schwab & Co., Inc. and T. Rowe Price. Outside of finance, he performs as a musician in St. Petersburg, FL. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm emphasizes a passive investment approach using index funds and ETFs, along with tax-aware portfolio construction and ongoing financial planning services.
Based on Clark Asset Management, LLC
Based on Clark Asset Management, LLC
Minimum fee: $12,500 annually per client
Palmetto, FL
Florida
Clark Asset Management, LLC
2025 - Present (1 year)
Charles Schwab
2019 - 2025 (6 years)
Charles Schwab
2018 - 2019 (1 year)
T. Rowe PRice
2011 - 2018 (7 years)
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Lawyer
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Other specialized services
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Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.
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Tactical Investments
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