Carol Clark
OnCenter Financial Advisors · Beachwood, Ohio
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.
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Specialties
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 |
| Assets under management | $54.6M across 93 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, OH · CRD 6207435 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oncenterfinancial.com |
How Carol's firm compares
- OnCenter Financial Advisors's average account is about $587,000, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Carol
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- OnCenter Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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