Chrysantha Clark
Chrys Financial Planning · Wyoming, Ohio
Chrysantha Clark is a fee-only financial advisor at Chrys Financial Planning in Wyoming, Ohio, who holds the CFP credential. Chrys Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chrys Financial Planning |
|---|---|
| Based in | Wyoming, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.7M across 67 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 3031563 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Chrysantha's firm compares
- Chrys Financial Planning's average account is about $219,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Chrysantha
Is Chrysantha Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chrysantha holds no broker registration, and Chrys Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chrysantha charge for financial advice?
Chrysantha's firm, Chrys Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chrysantha Clark based?
Chrysantha Clark is based in Wyoming, Ohio.
What credentials does Chrysantha Clark hold?
Chrysantha Clark holds the CFP credential.
Is Chrysantha Clark registered with the SEC?
Yes. Chrysantha Clark is registered as an investment adviser representative in OH (CRD 3031563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chrys Financial Planning manage?
Chrys Financial Planning reports $14.7M across 67 accounts in assets under management.
How do I contact Chrysantha Clark?
Contact details aren't on file yet. Search for Chrys Financial Planning.
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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