Clarke Financial Counsel, LLC
Whitefish Bay, Wisconsin
Clarke Financial Counsel, LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $975 a year, below the Wisconsin median of $3,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Whitefish Bay, Wisconsin |
|---|---|
| Website | clarkefinancialcounsel.com |
| [email protected] | |
| Phone | (773) 551-9158 |
Questions about Clarke Financial Counsel, LLC
How much does Clarke Financial Counsel, LLC charge?
Clarke Financial Counsel, LLC publishes these prices: ongoing planning: from $975 a year; one-time plan: from $3,250; hourly: $325 an hour. We found this on its website, checked October 28, 2026.
How is Clarke Financial Counsel, LLC paid?
Clarke Financial Counsel, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Clarke Financial Counsel, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Clarke Financial Counsel, LLC.
What does Clarke Financial Counsel, LLC specialize in?
Clarke Financial Counsel, LLC's advisors and website list retirement planning, estate & legacy planning, tax planning and real estate investors.
Does Clarke Financial Counsel, LLC work with clients virtually?
Yes. Clarke Financial Counsel, LLC's website says it works with clients virtually.
Clarke Financial Counsel, 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.
| Ongoing planning | From $975 a year |
|---|---|
| One-time plan | From $3,250 |
| Hourly | $325 an hour |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"charges an hourly fee of $325 for financial planning" source
"Tier 1 10 - 15 Hours. $3,250 - $4,875" source
"Tier 1 3 Hours $975" source
"charges an hourly fee of $325 for financial planning" 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 | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 325122 |
Advisors at this firm (1)
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