Clark Evans
Highline Wealth Partners · Solana Beach, California
Clark Evans is a fee-only financial advisor at Highline Wealth Partners in Solana Beach, California. Clark focuses on family wealth transfer and small business owners. Highline Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
Facts
| Firm | Highline Wealth Partners |
|---|---|
| Based in | Solana Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $867.9M across 942 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6730301 |
| Exams passed | Series 65 (2016) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.charlesworthrugg.com |
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Questions about Clark
Is Clark Evans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clark holds no broker registration, and Highline Wealth Partners 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, Highline Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Clark charge?
According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Clark Evans based?
Clark Evans is based in Solana Beach, California.
What does Clark specialize in?
Clark's specialties include family wealth transfer and small business owners. Clark works with executives and multi-generational families.
Is Clark Evans registered with the SEC?
Yes. Clark Evans is registered as an investment adviser representative in CA and TX (CRD 6730301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highline Wealth Partners manage?
Highline Wealth Partners reports $867.9M across 942 accounts in assets under management.
How do I contact Clark Evans?
Through Clark's website, www.charlesworthrugg.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
- Highline Wealth Partners 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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