William Clark
Clearview Wealth Management · Charlotte, North Carolina
William Clark is a fee-only financial advisor at Clearview Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Clearview Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Clearview Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $182.4M across 510 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC · CRD 4853066 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.clearviewwealthmgmt.com |
How William's firm compares
- Clearview Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 510 accounts).
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Questions about William
Is William Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Clearview Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Clearview Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Clark based?
William Clark is based in Charlotte, North Carolina.
What credentials does William Clark hold?
William Clark holds the CFP credential.
Is William Clark registered with the SEC?
Yes. William Clark is registered as an investment adviser representative in NC and SC (CRD 4853066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clearview Wealth Management manage?
Clearview Wealth Management reports $182.4M across 510 accounts in assets under management.
How do I contact William Clark?
Through William's website, www.clearviewwealthmgmt.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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