Clark Planning & Investment Advisory

Clark Planning & Investment Advisory at a glance

• One of 65 fee-only firms based in Alabama in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 37 individual clients, 3 of them high net worth.
• Its average account is about $93,000 (assets it manages divided by its 115 accounts).

Fee-only advisors in Alabama · What fee-only advisors charge in Alabama

Facts

Clark Planning & Investment Advisory fees

Clark Planning & Investment Advisory 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

Advisors at this firm (2)

• Gary Clark

  CFP · ChFC

• Jenny Clark