Clark Financial Planning Services LLC is an independent, fee-only fiduciary financial planning practice based in Coconut Creek, Florida. Founded by Steven Wayne Clark, CFP®, EA, RICP®, the firm serves retirees and pre-retirees in Coconut Creek, Coral Springs, Parkland, and Margate with retirement income design, IRS-enrolled tax planning, Social Security claiming strategies, and low-cost portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Clark Financial Planning Services Official Website
Issuer: SEC / Florida Office of Financial Regulation
Notes: Firm CRD #172321; Principal Steven Wayne Clark (Individual CRD #6376198) operates as a 100% fee-only fiduciary and NAPFA member.
Issuer: CFP Board / The American College / IRS
Notes: Holds Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), and IRS Enrolled Agent (EA) credentials.
Factual details and direct answers about Clark Financial Planning Services LLC's services, licensing, and credentials.
What specialized retirement credentials does advisor Steven Clark hold?
Steven Wayne Clark (CRD #6376198) holds the CFP® (Certified Financial Planner), RICP® (Retirement Income Certified Professional), and EA (IRS Enrolled Agent) designations.
How is Clark Financial Planning Services compensated?
The firm (CRD #172321) is a NAPFA-registered fee-only fiduciary practice, meaning it is compensated solely by client advisory fees and never accepts commissions or referral fees.
What areas of Broward County does the practice serve?
Based in Coconut Creek (6574 N. State Road 7, #185, Coconut Creek, FL 33073), the practice serves seniors across Coconut Creek, Coral Springs, Parkland, Pompano Beach, and Fort Lauderdale.
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