# Clark Kendall

> Clark Kendall is a fee-only financial advisor at Kendall Capital Management in Rockville, Maryland, who holds the AEP, CFA and CFP credentials. Clark charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on tax planning and small business owners.

Page: https://find.wellspent.co/advisors/clark-kendall/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Kendall Capital Management
- **Based in:** Rockville, Maryland
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $743.9M across 1,555 accounts
- **Credentials:** AEP, CFA, CFP
- **Specialties:** Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1144480 (https://adviserinfo.sec.gov/individual/summary/1144480)
- **SEC registration:** Investment adviser representative in MD, SC, TX
- **Exams passed:** Series 63 (1983)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://kendallcapital.com

## Frequently asked questions

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

Yes. Clark Kendall is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Clark's firm.

### How does Clark charge for financial advice?

Clark charges a percentage of assets and an ongoing planning fee.

### How much does Clark charge?

According to Kendall Capital Management's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does Clark work with clients virtually?

Yes. Kendall Capital Management says on its website that it works with clients remotely.

### Where is Clark Kendall based?

Clark Kendall is based in Rockville, Maryland.

### What does Clark specialize in?

Clark's specialties include tax planning and small business owners. Clark works with retirees and pre-retirees.

### What credentials does Clark Kendall hold?

Clark Kendall holds the AEP, CFA and CFP credentials.

### Is Clark Kendall registered with the SEC?

Yes. Clark Kendall is registered as an investment adviser representative in MD, SC and TX (CRD 1144480), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kendall Capital Management manage?

Kendall Capital Management reports $743.9M across 1,555 accounts in assets under management.

### How do I contact Clark Kendall?

Through Clark's website, kendallcapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3515): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://kendallcapital.com/): specialties, clients served, and fees, checked October 28, 2026

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