The Clark Group Asset Management fees and pricing
Financial planner in Dana Point, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, The Clark Group Asset Management charges a flat or project fee of $2,000-$10,000 for financial planning.
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.
- Flat or project fee
- $2,000-$10,000
“Generally, rates range from $2,000 to $10,000 on a fixed fee basis, based on the scope and complexity of the requested services, as stipulated in the Agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Clark Group Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An invoice for services is issued on completion of the written analysis, which is payable upon receipt.”
- “At the time of termination, any prepaid fees will be prorated based on the amount of work completed by the Firm as of the date, the notice of termination is received, and any unearned fees will be returned to the client.”
How The Clark Group Asset Management’s fees compare
- Its flat or project fee of $2,000-$10,000 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
About The Clark Group Asset Management
“Offered CGAM provides its clientele with financial planning services and asset management services on a discretionary and non-discretionary basis. 1.”
- Firm size: 5 employees.
- Founded: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 458
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $343,928,504
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164405
- Phone
- (949) 558-3898
Can advise clients in 11 states: Arizona, California, Colorado, Georgia, North Carolina, Nebraska, Nevada, Oregon, Texas, Utah, Washington
Other planners in Dana Point that publish fees
- Life By Design Investment Advisory ServicesDana Point$6,000-$25,000, $6,000-$25,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.