Clark Asset Management

Company Description (LinkedIn): We help people thinking about retirement replace their financial anxiety with a relaxed confidence about their future. What sets us apart? We have a deep specialty in retirement income planning Bradley Clark is one of only 2% of advisors holding both the CFP and RICP designations We charge a simple fixed flat fee, unlike the 95%+ of advisors earning commissions or percentages We are one of a small percentage of firms approved to offer funds from Dimensional Fund Advisors, the leader in evidence-based investing

From WCI application:

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2016
πŸ‡ΊπŸ‡² SEC Number: 801-120465
πŸ—ƒ CRD Number: 284480
☎ Phone Number: (464) 805-3915
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 83 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-15