Clark Brown
Hello Wealth Financial Advisors · Athens, Georgia
Clark Brown is a fee-only financial advisor at Hello Wealth Financial Advisors in Athens, Georgia. Clark focuses on retirement planning, tax planning and small business owners. Hello Wealth Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Hello Wealth Financial Advisors |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $27.7M across 112 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1536078 |
| Exams passed | Series 63 (1988) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hellowealth.co |
| Profile |
How Clark's firm compares
- Hello Wealth Financial Advisors's average account is about $247,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Clark
Is Clark Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clark holds no broker registration, and Hello Wealth Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clark charge for financial advice?
Clark's firm, Hello Wealth Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clark Brown based?
Clark Brown is based in Athens, Georgia.
What does Clark specialize in?
Clark's specialties include retirement planning, tax planning and small business owners. Clark works with retirees, pre-retirees and executives.
Is Clark Brown registered with the SEC?
Yes. Clark Brown is registered as an investment adviser representative in GA (CRD 1536078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hello Wealth Financial Advisors manage?
Hello Wealth Financial Advisors reports $27.7M across 112 accounts in assets under management.
How do I contact Clark Brown?
Through Clark's website, www.hellowealth.co.
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
- Hello Wealth 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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