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They include 383 individual clients, 61 high-net-worth individuals and 19 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Clark Wealth Partners offer?","answer":"Clark Wealth Partners provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Clark Wealth Partners charge?","answer":"Clark Wealth Partners charges 1.00%–1.25% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.","source":"CLARK WEALTH PARTNERS ADV PART 2A V.09.17.26, filed 17 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Clark Wealth Partners use?","answer":"Clark Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $259M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clark Wealth Partners have?","answer":"Clark Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clark Wealth Partners invest in?","answer":"At the end of its last fiscal year, Clark Wealth Partners’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% state and local bonds, 2% other and 1% cash and equivalents. 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