# Brian Clarke > Brian Clarke is a fee-only financial advisor at Clarke Financial Counsel, LLC in Whitefish Bay, Wisconsin, who holds the CFP and MBA credentials. Brian charges a one-time planning fee and hourly fees (ongoing planning from $975 a year and one-time plans from $3,250) and focuses on retirement planning, estate & legacy planning and tax planning. Page: https://find.wellspent.co/advisors/brian-clarke/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Clarke Financial Counsel, LLC - **Based in:** Whitefish Bay, Wisconsin - **Fee model:** One-time planning fee; Hourly - **Fees (firm's website):** ongoing planning from $975 a year; one-time plans from $3,250; $325 an hour - **Fees (Advice-Only Network profile):** from $325 an hour - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (Advice-Only Network profile) - **Credentials:** CFP, MBA - **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Real estate investors, Equity compensation - **Works with:** Pre-retirees, Retirees - **CRD:** 2248403 (https://adviserinfo.sec.gov/individual/summary/2248403) - **SEC registration:** Investment adviser representative in WI - **Exams passed:** Series 63 (1996), Series 66 (2003) - **Firm size:** 1 employee - **Disclosures:** Reported; see the SEC record - **Website:** https://clarkefinancialcounsel.com ## About Brian Clarke has spent 25 years in financial services and believes an hourly, transparent fee, rather than product sales, is one of the fairest ways to deliver planning. He offers comprehensive, fee-only planning for individuals and couples approaching retirement, and enjoys hearing clients' stories, digging into the details and proposing a suitable way forward. His clients have savings in 401(k)s, 403(b)s, IRAs, Roth IRAs and brokerage accounts, expect Social Security and sometimes pensions, and are often empty nesters. Brian helps them weigh part-time work, volunteering, consulting or full retirement, and answers questions like whether they'll be okay and whether Roth conversions make sense. He is a CFP® practitioner and a member of NAPFA, XY Planning Network and the Fee Only Network. Brian lives in Wisconsin with his wife, daughter and son, has coached youth sports for years and is one of six children of Irish immigrants. ## Frequently asked questions ### Is Brian Clarke a fee-only financial advisor? Yes. Brian Clarke is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm. ### How does Brian charge for financial advice? Brian charges a one-time planning fee and hourly fees. ### How much does Brian charge? According to Clarke Financial Counsel, LLC's website, checked October 28, 2026: ongoing planning from $975 a year; one-time plans from $3,250; $325 an hour. ### Does Brian work with clients virtually? Yes. Clarke Financial Counsel, LLC says on its website that it works with clients remotely. ### Where is Brian Clarke based? Brian Clarke is based in Whitefish Bay, Wisconsin. ### What does Brian specialize in? Brian's specialties include retirement planning, estate & legacy planning, tax planning, real estate investors and equity compensation. Brian works with pre-retirees and retirees. ### What credentials does Brian Clarke hold? Brian Clarke holds the CFP and MBA credentials. ### Is Brian Clarke registered with the SEC? Yes. Brian Clarke is registered as an investment adviser representative in WI (CRD 2248403), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details. ### How do I contact Brian Clarke? Through Brian's website, clarkefinancialcounsel.com. ## Sources - NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49998): NAPFA admits only fee-only advisors - Advice-Only Network listing: advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.clarkefinancialcounsel.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.