Clark Financial Planning Services LLC
Coconut Creek, Florida
Clark Financial Planning Services LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Coconut Creek, Florida |
|---|---|
| Website | clarkfinancialplanningservices.com |
| [email protected] | |
| Phone | (954) 300-1199 |
Questions about Clark Financial Planning Services LLC
Does Clark Financial Planning Services LLC have an account minimum?
No. Clark Financial Planning Services LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Clark Financial Planning Services LLC paid?
Clark Financial Planning Services LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Clark Financial Planning Services LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Clark Financial Planning Services LLC.
What does Clark Financial Planning Services LLC specialize in?
Clark Financial Planning Services LLC's advisors and website list retirement planning, tax planning and small business owners.
Is Clark Financial Planning Services LLC accepting new clients?
Yes, according to Clark Financial Planning Services LLC's website, checked October 28, 2026.
Clark Financial Planning Services LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"We work with people of all income and asset levels with no minimums required." source
"we will quote you an upfront fixed fee for our services – the Initial Year Retainer" source
"most clients continue to engage us year after year under a Renewal Year Retainer" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 4, 2026 |
| SEC record | CRD 172321 |
Advisors at this firm (1)
Other fee-only firms in Florida
- Clear Harbor Wealth Management · Destin
- Clear Waters Financial Network · Dunedin
- Clearwell Group · Tampa
- Client First Financial Advisors · Coral Springs
- Cogent Private Wealth · Orlando
- Collaborative Wealth · Lake Mary
- Common Cents Wealth Management · Pembroke Pines
- Compass Financial Group · Deerfield Beach