Clark Soeten fees and pricing
Financial planner in Columbus, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2025, Clark Soeten charges $300 an hour, a flat or project fee of $500-$5,000, and an annual fee of $100-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial Planning and Consulting Fee Schedule Hourly $300 per hour Fixed Fee $500-$5,000 Ongoing Annual Planning Fee $100-$1,000/monthly FEE BILLING & PAYMENT Clark Soeten’s Asset Management Fees are annual fees and may be negotiable.”
- Flat or project fee
- $500-$5,000
From the same sentence as above.
- Annual fee
- $100-$1,000/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 Soeten bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees charged for financial planning services are negotiable and vary depending on the complexity of the process undertaken, the types of issues addressed, the scope of services provided, and the frequency with which the services are rendered.”
- “Asset Management Fees are paid monthly in arrears.”
- “The fee for the prior month is billed and payable within ten (10) days after the end of the prior month, based on the value of the Client’s account on the last business day of that month.”
How Clark Soeten’s fees compare
- Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
- 13 of the 20 other planners in Columbus that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Ohio median of $3,250. 39% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 7 of the 18 other planners in Columbus that publish a flat or project fee charge less.
- Its annual fee of $100-$1,000 is below the Ohio median of $5,000. 3% of the 79 other Ohio planners that publish an annual fee charge less.
- 1 of the 7 other planners in Columbus that publish an annual fee charge less.
About Clark Soeten
“We provide various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- 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
- 326520
- Phone
- (330) 690-0808
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
- Finance 180Columbus$400-$4,000, $3,750/qtr
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.