Clark Lewis fees and pricing
Financial planner in Oak Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2023, Clark Lewis charges a monthly fee of $187-$312 and an annual fee of $2,250-$3,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2023. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $187-$312/mo
“Ongoing fiduciary financial planning & investment management services consists of an ongoing fee that is paid in arrears, at a current maximum rate of $187.50 to $312.50 per month ($2,250 to $3,750 per year).”
- Annual fee
- $2,250-$3,750/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clark Lewis bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
How Clark Lewis’ fees compare
- Its annual fee of $2,250-$3,750 is below the Illinois median of $7,500. 17% of the 77 other Illinois planners that publish an annual fee charge less.
- None of the 3 other planners in Oak Park that publish an annual fee charge less.
About Clark Lewis
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 14
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,325,449
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305792
- Phone
- (510) 775-0823
Other planners in Oak Park that publish fees
- Huckstep Asset Management, LLCOak Park$500-$6,000
- Keffer Financial PlanningOak Park$265/hr
- Rook Financial LLCOak Park$450/hr, $1,500
- Sjostrom Financial Planning Inc.Oak Park$150/hr
- Two Trails Financial PlanningOak Park$350/hr, $3,000-$17,000
- Vista Financial PlanningOak Park$300/hr, $4,200/yr
Is something on this page wrong or out of date?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.