C
Clark Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
32
94% high-net worth
Advisors
1
of 1 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
32
TypicalAverage account size
$0
About
The firm provides personalized, fee-only financial planning and investment management to individuals, trusts, estates and small businesses, offering advice on cash flow, tax planning, retirement and education funding. It operates as a solo practitioner serving a relatively small roster of ongoing clients through ongoing retainer relationships and limited-scope project engagements.
The firm’s investment approach emphasizes asset allocation and a fundamental, long-term buy-and-hold philosophy, primarily using passively managed mutual funds and exchange-traded funds while avoiding inverse, leveraged, or derivative-based ETFs. Client portfolios are reviewed once or twice a year under the retainer arrangement; the firm does not act as custodian, does not provide continuous monitoring, and typically consults with clients before executing trades unless a limited power of attorney is in place.
Notably, the firm does not use a percentage-of-assets-under-management fee model and instead operates on a fee-only retainer basis with the availability of defined project fees, and it does not accept commissions or referral fees. The practice is a solo, NAPFA-member advisory with advisor relationships with custodians to access institutional platforms, does not vote client proxies, and does not employ performance-based compensation or discretionary trading.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
One-time project fees based on individual project requirements, fixed fee per project
Minimum fee: Minimum fee of $5,000 per year Fee-only: Retainer fees starting at $5,000 per year, billed monthly; fees do not vary with asset value
Main office location
Clark Financial Planning
9850 Von Allmen Ct., Ste. 201
Louisville KY 40241, United States
Number of offices
2
Most active in
Clark Financial Planning has reported serving >5 clients in these states in the last 12 months.
Kentucky
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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