Wilson, Clark Allen
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm serves institutional clients, 401(k) plan sponsors, investment companies and other pension vehicles, offering portfolio management, 401(k) management, stock and ETF selection, option strategies and subscription-based data and mobile app services. The brochure reports the firm currently has no assets under management and operates with a very small advisory presence.
The investment approach centers on an active, CAN SLIM–based framework for stocks and ETFs, with discretionary trading, market timing, hard stop-loss rules (typically around 7–8% per position), and use of covered calls, dividend-capture and selective option strategies. The firm also markets proprietary algorithmic allocation systems (described as “401k Science” and “Annuity Science”) and delivers outputs via subscription services and web/mobile applications.
Noteworthy features in the brochure that differentiate the firm from many peers include its proprietary scoring/allocation engines for 401(k) plans and annuities and associated app-based subscription products, the explicit use of market timing and several option/derivative strategies, and disclosure that it may occasionally consult for small- or micro-cap issuers and accept non-cash compensation (e.g., securities) for such services. The firm also discloses educational and media-related activities and the availability of performance‑based management arrangements for certain qualified or accredited clients.
Client services
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Market timing
Security ratings or pricing
Expertise
Options & derivatives strategies
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $5,000,000: 2.00% annually $5,000,001 - $10,000,000: 1.60% annually $10,000,001 - $20,000,000: 1.20% annually $20,000,001+: 0.80% annually
Passive clients: $350/hour; Active and others: None or negotiable
Performance-based fees charged to accredited, qualified, and institutional clients, typically an additional 20% of fees on top of base fees, calculated quarterly in arrears on account gains over high water mark
Account minimum: $1,500,000 (Accredited client status) Fee-only: Base fee schedule as per tiered rates; no commissions or markups
Main office location
Wilson, Clark Allen
San Clemente CA, United States
Number of offices
1
Most active in
Wilson, Clark Allen has reported serving >5 clients in these states in the last 12 months.
California
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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