Clark Forward
Forward Financial · Houston, Texas
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).
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Specialties
Facts
| Firm | Forward Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Assets under management | $76.6M across 228 accounts |
| SEC registration | Investment adviser representative in CA, IL, MI, OH, TX · CRD 4794565 |
| Exams passed | Series 63 (2004) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.forwardfinancial.net |
How Clark's firm compares
- Forward Financial's average account is about $336,000, from its Form ADV (assets managed divided by 228 accounts).
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Questions about Clark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on tax planning
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
- Forward Financial 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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