Firm
The Clark Group Asset Management
Dana Point, California
Fee-only
The Clark Group Asset Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 458 individual clients, 174 of them high net worth.
- Its average account is about $438,000 (assets it manages divided by its 786 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Dana Point, California |
|---|---|
| Website | clarkgroupam.com |
| Phone | (949) 558-3898 |
The Clark Group Asset Management fees
The Clark Group Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $344 million |
| Individual clients | 284 |
| High-net-worth clients | 174 |
| Accounts managed | 786 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-77136) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 164405 |
Advisors at this firm (3)
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