Fee-only adviser · Oak Park, IL
Clark Lewis
Clark Lewis is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Oak Park, Illinois. On its latest Form ADV, filed March 31, 2023, it reports $1.3M in regulatory assets under management, 14 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 305792 |
| Office | 137 N. Oak Park Ave. Ste 215 #237 Oak Park, IL 60301 |
| Phone | (510) 775-0823 |
| Website | www.clarklewisfiduciary.com |
| Regulatory assets under management | $1.3M |
| Individual clients | 14 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2023 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Oak Park
- Stonebrook Capital Management, Inc. $70M
- Linden Wealth Management LLC $192M
- Vista Financial Planning Not reported
- Huckstep Asset Management, LLC $10M
- Madden Funds Management $218M
See all 6 fee-only advisers in Oak Park →
Nearby
- River Grove 1 firm
- Riverside 1 firm
- Elmhurst 2 firms
- Rosemont 1 firm
- Western Springs 2 firms
- La Grange 2 firms
- Chicago 112 firms
- Chicago, Il 1 firm
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