CRD: 123020
Clark Planning & Investment Advisory
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-31-1999
- Office Locations
- 1
Office Locations
About Clark Planning & Investment Advisory
Clark Planning & Investment Advisory is a small, independent, fee-only firm providing financial planning and portfolio management tailored to clients’ personal goals. The team emphasizes diversification, discipline, customization, and risk/reward optimization, guided by stated Biblical principles of honesty and integrity. Led by Gary Clark (CPA/PFS, CFP, ChFC), the practice manages portfolios using equities, ETFs, fixed income, and cash, and works with SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 37 clients, or 18.5 clients per representative. That equates to $288.2K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Fund Managers
- Investment Themes
- Platform
- Services
- Technology
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Owner & Executives
GARY WILLARD CLARK
Owner
- CRD
- #2303344
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jenny Marie Clark
--
- CRD
- #7303457
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,663,289 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,663,289 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clark Planning & Investment Advisory has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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