# Steven Clark

> Steven Clark is a fee-only financial advisor at Clark Financial Planning Services LLC in Coconut Creek, Florida, who holds the CFP, EA and RICP credentials. Steven charges a flat fee or retainer and an ongoing planning fee (no asset minimum) and focuses on retirement planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/steven-clark/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Clark Financial Planning Services LLC
- **Based in:** Coconut Creek, Florida
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, EA, RICP
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** Early-career professionals, Pre-retirees, Retirees
- **CRD:** 6376198 (https://adviserinfo.sec.gov/individual/summary/6376198)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://clarkfinancialplanningservices.com

## Frequently asked questions

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

Yes. Steven Clark is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.

### How does Steven charge for financial advice?

Steven charges a flat fee or retainer and an ongoing planning fee.

### How much does Steven charge?

According to Clark Financial Planning Services LLC's website, checked October 28, 2026: no asset minimum.

### Where is Steven Clark based?

Steven Clark is based in Coconut Creek, Florida.

### What does Steven specialize in?

Steven's specialties include retirement planning, tax planning and small business owners. Steven works with early-career professionals, pre-retirees and retirees.

### What credentials does Steven Clark hold?

Steven Clark holds the CFP, EA and RICP credentials.

### Is Steven Clark registered with the SEC?

Yes. Steven Clark is registered as an investment adviser representative in FL and TX (CRD 6376198), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Steven Clark?

Through Steven's website, clarkfinancialplanningservices.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39105): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://clarkfinancialplanningservices.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.