Firm
Clark Financial
Dallas, Texas
Fee-only
Clark Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 7 individual clients, 2 of them high net worth.
- Its average account is about $33,000 (assets it manages divided by its 7 accounts).
- Its hourly rate of $100 is below the Texas median of $250.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | clark-financial.com |
| Phone | (972) 896-9920 |
Clark Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $100 an hour |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Clark Financial’s hourly fee will be billed at a rate of $100 per hour." source
"the client will pay Clark Financial a quarterly Management Fee, payable in arrears, based on the amount of the assets managed by Clark Financial" source
"Clark Financial’s hourly fee will be billed at a rate of $100 per hour." 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 | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 5 |
| High-net-worth clients | 2 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 4, 2025 |
| SEC record | CRD 151339 |