Clark Asset Management

Clark Asset Management is a registered investment adviser focused on retirement income planning for people who are retiring soon or already retired. The firm builds plans around Social Security timing, tax efficiency, and a low-cost growth portfolio, using an evidence-based investing approach. Bradley Clark, a CERTIFIED FINANCIAL PLANNER and Retirement Income Certified Professional, leads the firm.

The firm charges a fixed flat fee of $12,500 per year instead of a percentage of assets or commissions. Clients are served across the country, and the New England office is at 170 Commerce Way in Portsmouth, New Hampshire, with other offices in Florida, Montana and Pennsylvania. Prospective clients can request a call or send a message through the website to see whether the firm is a fit.