Jeffrey Clark
Clark Financial · Dallas, Texas
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).
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Facts
| Firm | Clark Financial |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $100 an hour |
| Assets under management | $230K across 7 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5711156 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clark-financial.com |
How Jeffrey's firm compares
- The hourly rate is $100, below the Texas median of $250 for fee-only firms that publish prices.
- Clark Financial's average account is about $33,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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 Financial 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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