# Clark Forward

> Clark Forward is a fee-only financial advisor at Forward Financial in Houston, Texas. Clark charges a percentage of assets and focuses on tax planning, equity compensation and founders (pre-exit).

Page: https://find.wellspent.co/advisors/clark-forward/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Forward Financial
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $76.6M across 228 accounts
- **Specialties:** Tax planning, Equity compensation, Founders (pre-exit), Estate & legacy planning, Retirement planning
- **CRD:** 4794565 (https://adviserinfo.sec.gov/individual/summary/4794565)
- **SEC registration:** Investment adviser representative in CA, IL, MI, OH, TX
- **Exams passed:** Series 63 (2004), Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.forwardfinancial.net

## Frequently asked questions

### Is Clark Forward a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Clark holds no broker registration, and Forward Financial 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 charges a percentage of assets.

### Where is Clark Forward based?

Clark Forward is based in Houston, Texas.

### What does Clark specialize in?

Clark's specialties include tax planning, equity compensation, founders (pre-exit), estate & legacy planning and retirement planning.

### Is Clark Forward registered with the SEC?

Yes. Clark Forward is registered as an investment adviser representative in CA, IL, MI, OH and TX (CRD 4794565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Forward Financial manage?

Forward Financial reports $76.6M across 228 accounts in assets under management.

### How do I contact Clark Forward?

Through Clark's website, www.forwardfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4794565): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://forwardfinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.