Steven Clark
Clark Financial Planning Services LLC · Coconut Creek, Florida
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.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
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 |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6376198 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | clarkfinancialplanningservices.com |
| Profile |
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Clark Financial Planning Services LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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