# Patrick Clark

> Patrick Clark is a fee-only financial advisor at Charter Research & Investment Group in Southport, Connecticut. Patrick focuses on retirement planning, estate & legacy planning and family wealth transfer. Charter Research & Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Charter Research & Investment Group
- **Based in:** Southport, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $275.1M across 355 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 2682402 (https://adviserinfo.sec.gov/individual/summary/2682402)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (1995)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.charterinvestmentgroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Charter Research & Investment Group 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, Charter Research & Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Patrick Clark based?

Patrick Clark is based in Southport, Connecticut.

### What does Patrick specialize in?

Patrick's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### Is Patrick Clark registered with the SEC?

Yes. Patrick Clark is registered as an investment adviser representative in CT (CRD 2682402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Charter Research & Investment Group manage?

Charter Research & Investment Group reports $275.1M across 355 accounts in assets under management.

### How do I contact Patrick Clark?

Through Patrick's website, www.charterinvestmentgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2682402): 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://www.charterinvestmentgroup.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.