Brian Clarke
Hourly, fee-only comprehensive planning for individuals and couples nearing retirement who are weighing what comes next.
Clarke Financial Counsel, LLC · Whitefish Bay, Wisconsin
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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.
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 |
| Accepting new clients | Yes |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in WI · CRD 2248403 |
| Exams passed | Series 63 (1996) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | clarkefinancialcounsel.com |
How Brian's firm compares
- Ongoing planning starts at $975 a year, below the Wisconsin median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,250, above the Wisconsin median of $1,900 for fee-only firms that publish prices.
- The hourly rate is $325, in line with the US median of $300 for fee-only firms that publish prices.
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advice-Only Network listing : advice-only practices, no product sales
- Clarke Financial Counsel, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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