Chad Clark
Pelorus Financial · Trinity, Florida
Chad Clark is a fee-only financial advisor at Pelorus Financial in Trinity, Florida, who holds the CFP credential. Pelorus Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pelorus Financial |
|---|---|
| Based in | Trinity, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $46.8M across 272 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4575504 |
| Exams passed | Series 63 (2002) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pelorusplanning.com |
How Chad's firm compares
- Pelorus Financial's average account is about $172,000, from its Form ADV (assets managed divided by 272 accounts).
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Questions about Chad
Is Chad Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Pelorus Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Pelorus Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Chad Clark based?
Chad Clark is based in Trinity, Florida.
What credentials does Chad Clark hold?
Chad Clark holds the CFP credential.
Is Chad Clark registered with the SEC?
Yes. Chad Clark is registered as an investment adviser representative in FL (CRD 4575504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pelorus Financial manage?
Pelorus Financial reports $46.8M across 272 accounts in assets under management.
How do I contact Chad Clark?
Through Chad's website, www.pelorusplanning.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
- 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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