John Clark is a CFA, CFP-designated registered investment advisor at Wolf Bay Wealth Partners, based in Leawood, KS, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee may be negotiable for accounts over $10 million.
Fee Estimator
Location
Leawood, KS
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 Activities
John is an Associate Professor of Finance at the University of Missouri - Kansas City and a faculty supervisor at the University's Student Fund. This takes about half of his time and is not investment related.
Employment History
Current Registrations
Wolf Bay Wealth Partners
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.