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How does the advisor help clients – Key Takeaways:
Clark Financial Planning Services LLC is a reputable financial planning firm that provides expert guidance and advice to its clients. With years of industry experience and a team of highly qualified advisors, the firm is well-equipped to assist individuals and businesses in achieving their financial goals.
Here are some key takeaways on how the firm helps its clients:
- Offers a variety of financial services including investment management, retirement planning, tax planning, and estate planning.
- Serves a diverse set of clients, including individuals, families, and businesses of all sizes.
- Operates on a fee-only basis, ensuring unbiased and transparent financial advice.
Facts and Insights:
Below are some facts and insights about Clark Financial Planning Services LLC:
- Assets Under Management: As of the latest filing with the Securities and Exchange Commission (SEC), the firm has $100 million in assets under management.
- Number of Advisors: Clark Financial Planning Services LLC has 5 advisors on its team, each with years of experience and relevant industry certifications.
- Time in Business: The firm has been in business for 10 years, providing clients with trusted financial advice and guidance.
Financial Services Offered:
The firm offers a wide range of financial services to meet the varying needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
Client Types:
Clark Financial Planning Services LLC serves a diverse set of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
Fees & Compensation:
The firm operates on a fee-only basis, meaning that the only compensation they receive is from the fees paid by their clients. This ensures that the firm’s advisors are not influenced by any commission or fees from recommending specific products or services.
The firm’s fees may vary depending on the services provided and the complexity of a client’s financial situation. However, the fees are always communicated and agreed upon upfront, ensuring transparency and no hidden costs.
Background:
Founded in 2011, Clark Financial Planning Services LLC has been providing comprehensive financial planning services to individuals and businesses. The firm is based in New York City and serves clients locally and nationwide.
The firm’s mission is to help its clients achieve financial success through personalized and unbiased financial advice. The team at Clark Financial Planning Services LLC is dedicated to building long-term relationships with its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Clark Financial Planning Services LLC is required to disclose any potential conflicts of interest to its clients. These disclosures may include but are not limited to:
- Any affiliations with other financial firms
- Compensation arrangements
- Any legal or disciplinary events involving the firm or its advisors
These disclosures can be found in the firm’s Form ADV, which is available to the public on the SEC’s website.