Patrick Clark
Neshaminy Creek Advisors · Bensalem, Pennsylvania
Patrick Clark is a fee-only financial advisor at Neshaminy Creek Advisors in Bensalem, Pennsylvania. Patrick focuses on small business owners. Neshaminy Creek Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Neshaminy Creek Advisors |
|---|---|
| Based in | Bensalem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $21.9M across 165 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2394596 |
| Exams passed | Series 63 (2011) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.neshaminycreekadvisors.com |
| Profile |
How Patrick's firm compares
- Neshaminy Creek Advisors's average account is about $133,000, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Patrick
Is Patrick Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Neshaminy Creek Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Neshaminy Creek Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Clark based?
Patrick Clark is based in Bensalem, Pennsylvania.
What does Patrick specialize in?
Patrick's specialties include small business owners.
Is Patrick Clark registered with the SEC?
Yes. Patrick Clark is registered as an investment adviser representative in PA (CRD 2394596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Neshaminy Creek Advisors manage?
Neshaminy Creek Advisors reports $21.9M across 165 accounts in assets under management.
How do I contact Patrick Clark?
Through Patrick's website, www.neshaminycreekadvisors.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
- Neshaminy Creek Advisors 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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