# Jeffrey Clark

> Jeffrey Clark is a fee-only financial advisor at Clark Financial in Dallas, Texas. Jeffrey charges a percentage of assets and hourly fees ($100 an hour).

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

## Facts

- **Firm:** Clark Financial
- **Based in:** Dallas, Texas
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $100 an hour
- **Assets under management (firm):** $230K across 7 accounts
- **CRD:** 5711156 (https://adviserinfo.sec.gov/individual/summary/5711156)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.clark-financial.com

## Frequently asked questions

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

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

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets and hourly fees.

### How much does Jeffrey charge?

According to Clark Financial's website, checked October 30, 2026: $100 an hour.

### Where is Jeffrey Clark based?

Jeffrey Clark is based in Dallas, Texas.

### Is Jeffrey Clark registered with the SEC?

Yes. Jeffrey Clark is registered as an investment adviser representative in TX (CRD 5711156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clark Financial manage?

Clark Financial reports $230K across 7 accounts in assets under management.

### How do I contact Jeffrey Clark?

Through Jeffrey's website, www.clark-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5711156): 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://clark-financial.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.