Clark Shofner
Clark Shofner is a registered investment advisor at Retirement Financial Group, LLC, based in Beaumont, TX, with 12 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 388 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The fee includes compensation received by the model provider and the sub adviser.
Fee Estimator
Location
1090 Longfellow Dr., Beaumont, TX, 77706
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Clark is an insurance agent and owner at Retirement National since 2013, dedicating full-time hours to insurance sales and services. He also has ownership stakes in several other businesses, including an indoor soccer facility, an oil interest holding company, a water bottling manufacturer, and real estate, and is an IAR for two RIAs, AE Wealth Management, LLC and Retirement Financial Group, LLC, spending about half his time on those activities.
Employment History
Current Registrations
Retirement Financial Group, LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
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.