Gary Clark
Clark Planning & Investment Advisory · Birmingham, Alabama
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.
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Facts
| Firm | Clark Planning & Investment Advisory |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $10.7M across 115 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in AL · CRD 2303344 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clarkplanning.com |
How Gary's firm compares
- Clark Planning & Investment Advisory's average account is about $93,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Gary
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Clark Planning & Investment Advisory 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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