# Clark Financial Planning

> Clark Financial Planning is a state-registered investment advisory firm in Louisville, KY, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated June 30, 2026.

- CRD: 293283
- Filed as: CLARK FINANCIAL PLANNING
- Legal name: Clark Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293283
- AdvisorCensus page: https://advisorcensus.com/firm/clark-financial-planning-louisville-ky-293283

## Quick answers

**How is Clark Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Clark Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Clark Financial Planning located?**
Clark Financial Planning's principal office is in Louisville, KY, according to its Form ADV.

**Is Clark Financial Planning registered with the SEC or a state?**
Clark Financial Planning is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293283.

**What types of clients does Clark Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (2).

**Does Clark Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293283

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $0 |
| High net worth individuals | 30 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Financial Planning (CRD 293283): Form ADV filing data as of October 2026.