Firm
Clark Financial Planning
Louisville, Kentucky
Fee-only
Clark Financial Planning at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients, 30 of them high net worth.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Phone | (502) 276-9237 |
Clark Financial Planning fees
Clark Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Individual clients | 2 |
| High-net-worth clients | 30 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 293283 |