Clark Financial Planning Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“The fixed fee charged for a Project Retainer engagement takes into consideration the complexity of the services being provided, and calculated on the expected time to complete the requested services using an hourly rate ranging from $200 - $300.”

Annual fee

$3,000⁠-⁠$40,000/yr

“Initial Year of Open Retainer: $3,000 - $40,000 Renewal Years of Open Retainer: $3,000 - $40,000 Fees are calculated annually and payable either quarterly or monthly, in advance.”

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

How Clark Financial Planning Services LLC bills

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

• “You will be responsible and billed separately for all out-ofpocket expenses incurred in performing professional services for you, provided that such expenses are expressly authorized by you.”
• “Retainers are paid with one-half due at the beginning of the engagement and the remainder upon completion.”
• “You will be responsible and billed separately for all out-of-pocket expenses incurred in performing professional services for you, provided that such expenses are expressly authorized by you.”

How Clark Financial Planning Services LLC’s fees compare

• Its hourly rate of $200-$300 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its annual fee of $3,000-$40,000 spans the Florida median of $4,800. 90% of the 97 other Florida planners 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 Services LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172321

Website

clarkfinancialplanningservices.com (opens in new tab)

Phone

(954) 300-1199

Other planners in Parkland that publish fees

• First Retirement Services LLCParkland$1,500
• Gateway Capital ManagementParkland$500⁠-⁠$10,000
• Jurick Financial ServicesParkland$1,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in Parkland