Kevin Clark is a registered investment advisor at Plan Confidence Corporation, based in Sarasota, FL, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Plan Confidence offers investment advice through co-advisors. The co-advisor may charge a fee, which is negotiated separately with the client. Plan Confidence does not directly participate in these fees, except for legacy agreements where Plan Confidence receives the first $12 of fees billed.
Location
1900 Main Street, Suite 308, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Plan Confidence Corporation
Previous Registrations
Independent Solutions Wealth Management, LLC
Next Financial Group, INC.Broker
Next Financial Group, INC.
Mony Securities Corporation
Mony Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations2 states
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.