Brian Clarke
Brian Clarke is a CFP-designated registered investment advisor at Clarke Financial Counsel, LLC, based in Whitefish Bay, WI, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 9 more.
Compensation
Firm Size
IM Fee
Fee Structure
Clarke Financial Counsel offers ongoing financial planning engagements with an upfront onboarding and plan development fee ranging from $1,625 to $6,500. Annual reviews typically take between three and ten hours and are billed at an hourly rate of $325, resulting in annual review costs between $975 and $3,250.
- Comprehensive financial planning (Tier 1) — $3,250 to $4,875 for 10 to 15 hours, covering cash flow projections, debt payoff, employee benefits review, retirement projections, basic tax and estate planning, insurance analysis, and basic investment strategies.
- Comprehensive financial planning (Tier 2) — $3,900 to $8,125 for 15 to 20 hours, including all Tier 1 topics plus charitable giving, Social Security planning, pension election analysis, retirement withdrawal planning, inheritance planning, annuity and whole life insurance evaluation, stock option strategies, and Roth conversion analysis.
- Hourly financial planning — $325 per hour, billed in 15-minute increments.
- Project-based financial planning — $325 to $6,500 depending on the scope of work, typically ranging from 1 to 20 hours.
Contact
Brian Clarke
Location
Whitefish Bay, WI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2015Other Business Activities
Brian is registered as an Investment Adviser Representative of Financial Strategies, Inc., dedicating about half of his time to this activity. He provides advisory services to clients of Financial Strategies, Inc., which are separate from services provided to clients of CFC.
Employment History
Current Registrations
Clarke Financial Counsel, LLC
Previous Registrations
Financial Strategies, INC.
PNC Investments
VALIC Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
He provides great client service to make sure that all clients are satisfied with their plan. Brian is a NSPFA Registered Financial Planner. He has a Bachelor of Science degree from University of Dayton and a Master of Business Administration from DePaul University. With a CFP and almost 20 years of experience in the field.
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