AC
CFP · PFS
AC
CFP · PFS

Adam Byron Clark

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

16090 Swingley Ridge Road, Suite 460, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is a manager at InvestTax Wealth Advisers, LLC, offering investment advisory services, dedicating full-time hours. He also works as a CPA at ITWA CPA Tax Services, spending about a quarter of his time on this non-investment related activity.

Employment History
Current Registrations
Mariner Independent
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Adviceperiod, LLC
March 2018 - March 2022 · 4 yrs
Moneta Group Investment Advisors, LLC
September 2017 - January 2018 · 4 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.