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Clark Brown, LLC

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Client assets under management

$27,585,996

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Clients

40

30% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

20

Very Low

Average account size

$689,650

About

Hello Wealth serves individuals and families—including high‑net‑worth clients—along with employer‑sponsored retirement plans and charitable organizations. The firm provides fee‑only services that include financial planning (standalone and subscription), financial wellness coaching and budgeting, ongoing portfolio management, and retirement plan consulting.

The firm operates a service‑model framework that includes direct discretionary portfolio management, platform and manager‑supported implementation, and held‑away account management using third‑party technology such as Pontera. Its investment process emphasizes a long‑term, diversified approach informed by Modern Portfolio Theory and frequently relies on third‑party implementation and managers (for example, Focus Partners Advisor Solutions and, where used, allocations to managers like AQR) including access to alternative strategies that can involve limited liquidity, leverage, or derivatives.

Notably, Hello Wealth offers educational seminars and workshops and has expanded subscription‑based wellness and budgeting services focused on behavioral coaching and financial organization—services that are less common among peer firms. The firm’s principal also conducts consulting and educational programs for financial industry organizations, and the practice regularly integrates third‑party platforms and manager‑supported portfolios into its service delivery.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Tax-loss harvesting Business succession planning

Fee options

Fixed

Fixed-fee engagements for financial planning services (specific amounts vary, outlined in client agreement). One-time setup fees for financial wellness coaching ($199).

Percentage

$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%

Project-based

$300 per hour for financial planning services.

Subscriptions

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.

Other

Fee-only: Fee-only investment adviser; no commissions or referral fees received.

Main office location

Clark Brown, LLC

215 Hawthorne Park, Suite B

Athens GA 30606, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 706-410-1600

Advisors at this firm

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Clark B

Series 63, Series 65

Athens, GA

Clark Brown, LLC

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.

Retirement income strategy Tax-loss harvesting Business succession planning
user avatar

Hayley B

Series 65

Athens, GA

Clark Brown, LLC

Hayley Brown is a financial advisor at Clark Brown, LLC in Athens, GA, holding a Series 65 designation with no prior industry experience. Before joining Clark Brown, she worked in consulting and freelance copywriting. Outside of financial advising, she is involved in acting and operates an online retail and creative services business. Clark Brown, LLC provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, and charitable organizations. The firm employs a structured investment process using institutional mutual funds and ETFs, offering both discretionary and non-discretionary services with regular portfolio reviews.

Retirement income strategy Tax-loss harvesting Business succession planning
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