Zachary Clark
Clark Financial Planning · Louisville, Kentucky
Zachary Clark is a fee-only financial advisor at Clark Financial Planning in Louisville, Kentucky, who holds the CFP credential. Clark Financial Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Clark Financial Planning |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY · CRD 5683541 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Zachary
Is Zachary Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Clark Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Clark Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Zachary Clark based?
Zachary Clark is based in Louisville, Kentucky.
What credentials does Zachary Clark hold?
Zachary Clark holds the CFP credential.
Is Zachary Clark registered with the SEC?
Yes. Zachary Clark is registered as an investment adviser representative in KY (CRD 5683541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Zachary Clark?
Contact details aren't on file yet. Search for Clark Financial Planning.
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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