Clark Financial Planning, LLC is a fee-only advisory firm founded in 2018 and based in Louisville, Kentucky. The firm specializes in providing personalized financial planning and investment consulting to individuals, trusts, estates, and small businesses. Clark Financial Planning operates on an ongoing retainer model that incorporates both initial planning work and continuous relationship management. Advisory services cover a wide range of topics, including financial objectives, cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. The firm does not sell financial products, earn commissions, or accept referral fees, ensuring advice remains unbiased. While Clark Financial Planning does not manage portfolios continuously under a traditional percentage-of-assets model, the firm maintains institutional relationships to assist clients with trades and executes trades under limited power of attorney with client approval.
Fee Structure
Clark Financial Planning does not charge investment management fees based on a percentage of the value of your portfolio. Instead, investment guidance is included as part of the ongoing annual retainer service.