Firm
Clark Wealth Partners
O'Fallon, Illinois
Fee-only
Facts
| Based in | O'Fallon, Illinois |
|---|---|
| Website | clarkwealthpartners.com |
| [email protected] | |
| Phone | (618) 607-4101 |
Clark Wealth Partners 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| Account minimum | $500,000 |
In the firm's words
"Our firm requires a minimum investment portfolio of 500,000 dollars in investable assets or a 5,000 dollars annual fee minimum." source
"Our firm requires a minimum investment portfolio of 500,000 dollars in investable assets or a 5,000 dollars annual fee minimum." 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 · Fixed fees |
|---|---|
| Assets managed | $260 million |
| Individual clients | 383 |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 321757 |