# Carol Clark

> Carol Clark is a fee-only financial advisor at OnCenter Financial Advisors in Beachwood, Ohio, who holds the CFA credential. Carol focuses on retirement planning, estate & legacy planning and tax planning. OnCenter Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carol-clark/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** OnCenter Financial Advisors
- **Based in:** Beachwood, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $54.6M across 93 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6207435 (https://adviserinfo.sec.gov/individual/summary/6207435)
- **SEC registration:** Investment adviser representative in FL, OH
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.oncenterfinancial.com

## Frequently asked questions

### Is Carol Clark a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and OnCenter Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carol charge for financial advice?

Carol's firm, OnCenter Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carol Clark based?

Carol Clark is based in Beachwood, Ohio.

### What does Carol specialize in?

Carol's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Carol Clark hold?

Carol Clark holds the CFA credential.

### Is Carol Clark registered with the SEC?

Yes. Carol Clark is registered as an investment adviser representative in FL and OH (CRD 6207435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OnCenter Financial Advisors manage?

OnCenter Financial Advisors reports $54.6M across 93 accounts in assets under management.

### How do I contact Carol Clark?

Through Carol's website, www.oncenterfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6207435): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.oncenterfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.