Clark Brown, LLC fees and pricing
Financial planner in Athens, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Clark Brown, LLC charges $300 an hour and a monthly fee of $27 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“$300 per hour Financial planning services may also be provided as:”
- Monthly fee
- $27/mo
“$27 per month ongoing”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clark Brown, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Through AdvicePay Certain services, including subscription planning, financial wellness coaching, and projectbased services, are billed through AdvicePay, a third-party payment processing platform.”
- “Clients authorize payments through AdvicePay using ACH transfer or credit card.”
- “The firm cannot initiate charges without client authorization Clients who choose to pay by credit card may incur processing fees charged by the payment provider.”
How Clark Brown, LLC’s fees compare
- Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Athens that publish an hourly rate charge less.
About Clark Brown, LLC
“Hello Wealth provides financial wellness coaching, financial planning, and investment advisory services to individuals and families.”
- Firm size: 2 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.3% a year
- Clients
- 40
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $27,693,277
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323011
- Phone
- (706) 410-1600
Other planners in Athens that publish fees
- Elevate Wealth Advisory, Inc.Athens$1,500-$10,000
- Elwood & GoetzAthens$250/hr, $350/mo
- Lanier Financial Group LLCAthens$150-$300/hr, $450
- Vision Financial ConceptsAthens$250-$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.