Neal Heslor
Clark Asset Management · Ontario, New York
Neal Heslor is a fee-only financial advisor at Clark Asset Management in Ontario, New York. Clark Asset Management reports charging fixed fees on its Form ADV.
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Facts
| Firm | Clark Asset Management |
|---|---|
| Based in | Ontario, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $1.32B across 1,686 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5009061 |
| Exams passed | Series 66 (2008) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | bradleyclark.com |
How Neal's firm compares
- Clark Asset Management's average account is about $786,000, from its Form ADV (assets managed divided by 1,686 accounts).
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Questions about Neal
Is Neal Heslor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neal holds no broker registration, and Clark Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neal charge for financial advice?
Neal's firm, Clark Asset Management, reports charging fixed fees on its SEC Form ADV.
Where is Neal Heslor based?
Neal Heslor is based in Ontario, New York.
Is Neal Heslor registered with the SEC?
Yes. Neal Heslor is registered as an investment adviser representative in NY (CRD 5009061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clark Asset Management manage?
Clark Asset Management reports $1.32B across 1,686 accounts in assets under management.
How do I contact Neal Heslor?
Through Neal's website, bradleyclark.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
- 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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