# Clark Jeffries

> Clark Jeffries is a fee-only financial advisor at Jeffries Wealth in Marietta, Georgia. Clark charges a flat fee or retainer, an ongoing planning fee and a percentage of assets (ongoing planning from $2,400 a year and 0.5% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and flat-fee planning.

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

## Facts

- **Firm:** Jeffries Wealth
- **Based in:** Marietta, Georgia
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $2,400 a year; 0.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.7M across 49 accounts
- **Specialties:** Equity compensation, Tax planning, Flat-fee planning
- **Works with:** High earners, Tech employees, Early-career professionals
- **CRD:** 7629410 (https://adviserinfo.sec.gov/individual/summary/7629410)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jeffrieswealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Clark holds no broker registration, and Jeffries Wealth 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 flat fee or retainer, an ongoing planning fee and a percentage of assets.

### How much does Clark charge?

According to Jeffries Wealth's website, checked October 30, 2026: ongoing planning from $2,400 a year; 0.5% a year on the first tier of assets managed.

### Where is Clark Jeffries based?

Clark Jeffries is based in Marietta, Georgia.

### What does Clark specialize in?

Clark's specialties include equity compensation, tax planning and flat-fee planning. Clark works with high earners, tech employees and early-career professionals.

### Is Clark Jeffries registered with the SEC?

Yes. Clark Jeffries is registered as an investment adviser representative in GA and TX (CRD 7629410), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jeffries Wealth manage?

Jeffries Wealth reports $2.7M across 49 accounts in assets under management.

### How do I contact Clark Jeffries?

Through Clark's website, www.jeffrieswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7629410): 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 (https://www.jeffrieswealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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