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Why Use This Tool?

FPA PlannerSearch Participants:

Gary W. Clark, CFP®, CPA/PFS, ChFC

Clark Planning & Investment Advisory

1900 Providence Park

Ste 200

Birmingham, AL 35242

Phone: (205) 981-1120

Fax: (205) 981-1125

Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties

How Planner Charges

Considerations: AUM < $500000 = 1%; $500K-$1M = .75%; $1M-$2M = .50%

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.