PlannerFees

Clark Financial Planning fees and pricing

Financial planner in Louisville, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 30, 2026, Clark Financial Planning charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$5,000/yr
“The minimum fee is $5000 per year and there is no cap on the maximum fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clark Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The Retainer fee is assessed in advance on a monthly frequency and starts as soon as the agreement is signed, formalizing the relationship between Client and Firm.”
  • “Billing Retainer fees are billed monthly.”
  • “For those lacking those accounts, the Firm offers monthly recurring credit card billing.”

How Clark Financial Planning’s fees compare

  • Its annual fee of $5,000 matches the Kentucky median of $5,000. 46% of the 13 other Kentucky planners that publish an annual fee charge less.
  • 4 of the 5 other planners in Louisville that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Clark Financial Planning

“PLANNING, LLC provides personalized confidential financial planning and investment management to individuals, trusts, estates, and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Minimum
$5,000 minimum fee (stated in brochure)
Clients
32
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
293283
Phone
(502) 276-9237

Other planners in Louisville that publish fees

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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.