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Clark Planning & Investment Advisory

Headquartered in BIRMINGHAM, AL

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Firm Information

Clark Planning & Investment Advisory is a registered investment advisor with approximately $10.7 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, with a focus on high-net-worth clients. They serve 37 clients, including 34 individuals other than high-net-worth and 3 high-net-worth individuals.

Clark Planning & Investment Advisory

$10.66M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CLARK PLANNING & INVESTMENT ADVISORY has a total of 1 branch locations across the country.
location

BIRMINGHAM, AL

Advisors at Clark Planning & Investment Advisory

View All 2 Advisors
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Jenny Marie Clark

RA

BIRMINGHAM, AL

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Gary Willard Clark

CFP®, CFC®, RA

BIRMINGHAM, AL

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Disclosures

There are no public disclosures for Clark Planning & Investment Advisory.

Frequently Asked Questions (7)

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