Clark Buchanan is a CFP-designated registered investment advisor at Succession Financial, INC, based in Mckinney, TX, with 3 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 173 clients with $210M 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% |
Annual advisory fee is not to exceed 1.50% and is negotiable. Fee is a bundled fee covering investment advice and brokerage commissions.
Fee Estimator
Location
300 E. Davis Street, Ste. 152, Mckinney, TX, 75069
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 →Employment History
Current Registrations
Succession Financial, INC
Previous Registrations
Moss, Luse & Womble, LLC
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
More Advisors
- Eric Wolfe, CFP, ChFCSuccession Financial, INC
- John Shao, CFASummitas Investment Management LLC
- Jeffrey Reddick, CFPWg Plan LLC
- Wendell Brock, ChFCYield Financial Advisors
- Brandon Rainey, CFPEdward Jones
- Mark Ahmadi, CFP, ChFCEdward Jones