Chris A. Clark Insurance Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
CAC Planning and Insurance Services provides financial planning and investment consulting to individual clients and families, and operates a physician-focused program. Services emphasize written financial plans and consultations covering retirement, estate, cash flow, tax-aware planning, and insurance needs, with clients responsible for implementing recommended transactions.
The firm’s advice is centered on long-term, asset-allocation principles and client-specific planning derived from interviews and data gathering; investment recommendations are generally broad (asset classes, mutual funds, ETFs) rather than ongoing portfolio management. CAC does not provide continuous supervisory services, does not custody client assets or execute trades, and delivers advice on a fixed-fee basis rather than charging percentage-of-assets fees.
Distinctive aspects include that the firm’s principal is a licensed insurance agent and may receive commissions if clients purchase insurance through him, a disclosed potential conflict of interest, and the firm periodically offers free educational seminars and workshops. The firm also operates specialty initiatives and referral arrangements geared toward physicians and allied professionals, and reports zero assets under management, distinguishing it from many peers that offer discretionary portfolio management or AUM-based billing.
Client services
Financial planning
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Debt management
Occupation focus
Doctor or Medical Professional
Fee options
Insurance commissions may be received by the President in his individual capacity as a licensed insurance agent.
Fee-only: Fixed fees typically ranging from $2,400 to $6,000, negotiable and agreed upon prior to engagement.
Most active in
Chris A. Clark Insurance Services, LLC has reported serving >5 clients in these states in the last 12 months.
California · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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