Jacob McKinney
Clark Wealth Partners · O'Fallon, Illinois
Jacob McKinney is a fee-only financial advisor at Clark Wealth Partners in O'Fallon, Illinois. Jacob focuses on retirement planning, tax planning and estate & legacy planning. Clark Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Clark Wealth Partners |
|---|---|
| Based in | O'Fallon, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Ongoing planning from $5,000 a year · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $259.9M across 1,193 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7866250 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.clarkwealthpartners.com |
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Questions about Jacob
Is Jacob McKinney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Clark Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Clark Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Jacob charge?
According to Clark Wealth Partners's website, checked October 30, 2026: ongoing planning from $5,000 a year; a $500,000 asset minimum.
Where is Jacob McKinney based?
Jacob McKinney is based in O'Fallon, Illinois.
What does Jacob specialize in?
Jacob's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and founders (pre-exit). Jacob works with executives, pre-retirees, retirees and multi-generational families.
Is Jacob McKinney registered with the SEC?
Yes. Jacob McKinney is registered as an investment adviser representative in IL (CRD 7866250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clark Wealth Partners manage?
Clark Wealth Partners reports $259.9M across 1,193 accounts in assets under management.
How do I contact Jacob McKinney?
Through Jacob's website, www.clarkwealthpartners.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 Wealth Partners 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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