James Nash
Clark Wealth Partners · O'Fallon, Illinois
James Nash is a fee-only financial advisor at Clark Wealth Partners in O'Fallon, Illinois, who holds the CFP and ChFC credentials. James 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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL · CRD 5966593 |
| Exams passed | Series 63 (2011) · Series 65 (2011) · Series 66 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.clarkwealthpartners.com |
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Questions about James
Is James Nash a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Clark Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does James 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 James Nash based?
James Nash is based in O'Fallon, Illinois.
What does James specialize in?
James's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and founders (pre-exit). James works with executives, pre-retirees, retirees and multi-generational families.
What credentials does James Nash hold?
James Nash holds the CFP and ChFC credentials.
Is James Nash registered with the SEC?
Yes. James Nash is registered as an investment adviser representative in IL (CRD 5966593), 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 James Nash?
Through James'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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