Clarke Financial Counsel, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Hourly financial planning is offered at a rate of $325 per hour.”

Flat or project fee

$3,250⁠-⁠$13,000

“Fixed fee rates range between $3,250 - $13,000.”

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

How Clarke Financial Counsel, LLC bills

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

• “The final first year fee will be due upon completion of work and will be between $1,625 and $6,500.”
• “The amount of the fee will depend on client complexity, scope of work and is negotiable at the adviser’s discretion.”
• “These reviews will typically take between three and ten hours and will be billed at our hourly rate of $325 or $975 - $3,250.”

How Clarke Financial Counsel, LLC’s fees compare

• Its hourly rate of $325 is above the Wisconsin median of $300. 59% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $3,250-$13,000 is above the Wisconsin median of $3,000. 78% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Clarke Financial Counsel, LLC

• Principal: Brian Clarke
• 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
• Estate planning
• Business owners
• Cash flow and budgeting

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325122

Website

clarkefinancialcounsel.com (opens in new tab)

Phone

(773) 551-9158

Other planners in Wisconsin that publish fees

• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

Compare all 198 planners in Wisconsin