Ian Burgess
Clark Lewis · Oak Park, Illinois
Ian Burgess is a fee-only financial advisor at Clark Lewis in Oak Park, Illinois. Clark Lewis reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Clark Lewis |
|---|---|
| Based in | Oak Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.3M across 24 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7017142 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clarklewisfiduciary.com |
How Ian's firm compares
- Clark Lewis's average account is about $55,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Ian
Is Ian Burgess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Clark Lewis reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Clark Lewis, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ian Burgess based?
Ian Burgess is based in Oak Park, Illinois.
Is Ian Burgess registered with the SEC?
Yes. Ian Burgess is registered as an investment adviser representative in IL (CRD 7017142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clark Lewis manage?
Clark Lewis reports $1.3M across 24 accounts in assets under management.
How do I contact Ian Burgess?
Through Ian's website, www.clarklewisfiduciary.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
- 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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