Zachary Clark is a CFP-designated registered investment advisor at Clark Financial Planning, based in Louisville, KY, with 14 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Clark Financial Planning does not operate using the Assets Under Management (AUM) model. However, the firm may maintain advisor relationships with various institutions, which allows the firm to assist clients with their investments. The firm invests assets primarily in no-load mutual funds and exchange-traded funds, usually through discount brokers or fund companies.
Location
9850 Von Allmen Ct., Ste. 201, Louisville, KY, 40241
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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.
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Zachary is an unpaid volunteer board member, treasurer, and head of the finance committee for Couple to Couple League International, Inc. This requires minimal time and does not overlap with trading hours.
Employment History
Current Registrations
Clark Financial Planning
Previous Registrations
Coats Financial Planning
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.