# Gary Clark

> Gary Clark is a fee-only financial advisor at Clark Planning & Investment Advisory in Birmingham, Alabama, who holds the CFP and ChFC credentials. Clark Planning & Investment Advisory reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Clark Planning & Investment Advisory
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.7M across 115 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 2303344 (https://adviserinfo.sec.gov/individual/summary/2303344)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 63 (1992)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.clarkplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Clark Planning & Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gary charge for financial advice?

Gary's firm, Clark Planning & Investment Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Gary Clark based?

Gary Clark is based in Birmingham, Alabama.

### What credentials does Gary Clark hold?

Gary Clark holds the CFP and ChFC credentials.

### Is Gary Clark registered with the SEC?

Yes. Gary Clark is registered as an investment adviser representative in AL (CRD 2303344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clark Planning & Investment Advisory manage?

Clark Planning & Investment Advisory reports $10.7M across 115 accounts in assets under management.

### How do I contact Gary Clark?

Through Gary's website, www.clarkplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2303344): 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.clarkplanning.com/): 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.