# Michael Clark

> Michael Clark is a fee-only financial advisor at Clark Wealth Partners in O'Fallon, Illinois, who holds the CFP credential. Michael 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.

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

## 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 (firm's website)
- **Assets under management (firm):** $259.9M across 1,193 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Executives, Pre-retirees, Retirees, Multi-generational families
- **CRD:** 4412807 (https://adviserinfo.sec.gov/individual/summary/4412807)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2004), Series 65 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.clarkwealthpartners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Clark Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Michael 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 Michael Clark based?

Michael Clark is based in O'Fallon, Illinois.

### What does Michael specialize in?

Michael's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and founders (pre-exit). Michael works with executives, pre-retirees, retirees and multi-generational families.

### What credentials does Michael Clark hold?

Michael Clark holds the CFP credential.

### Is Michael Clark registered with the SEC?

Yes. Michael Clark is registered as an investment adviser representative in IL and TX (CRD 4412807), 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 Michael Clark?

Through Michael's website, www.clarkwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4412807): 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://clarkwealthpartners.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.