Jim Clark Retirement

What Jim Clark Retirement does

Jim Clark Retirement is described in the input as a for-profit agency specializing in retirement, estate, and financial planning services. The firm is headquartered in Indianapolis, United States, and according to firmographic records was founded in 1973, implying a multi-decade operating history in personal financial advisory services. The company's stated functional focus is on helping individual clients plan for retirement and structure estate transfers, a domain historically dominated by small, relationship-driven advisory practices in the U.S. Midwest.

Despite this operating history, the current evidence base for active operations is thin. The firm's primary digital asset, jimclarkretirement.com, is parked free with GoDaddy, and the operational record explicitly notes the domain "is not actively operating." No products, services, pricing models, customer segments, headcount, or revenue figures are disclosed in the source data. The only first-party content surfaced on the parked landing page is a generic SearchHounds editorial on retirement planning fundamentals (401(k) matching, IRA selection, compound interest, robo-advisors, ESG investing, estate planning), which is not attributable to Jim Clark Retirement as a proprietary offering.

No management team, ownership structure, regulatory registrations, partnerships, funding history, or technology stack are documented. The combined picture is of a legacy small-business advisory practice whose recorded founding date predates the modern financial-planning industry but whose current verifiable footprint is limited to a parked domain and a static firmographic entry. Investors evaluating this entity should treat the absence of operating data as the primary signal: there is insufficient current evidence to underwrite an active going-concern assumption on the basis of the supplied data.

Name

Jim Clark Retirement

Website

https://jimclarkretirement.com

Company type

Private

Founded year

1973

Headcount range

1–10 employees

Short description

Jim Clark Retirement is a for-profit agency based in Indianapolis, founded in 1973, that is described as specializing in retirement, estate, and financial planning services for individual clients, though its current operating status is not verifiable.

Ownership category

akta.pro rank

Product category

Retirement and Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Retirement planning
• Estate planning
• Financial planning
• Wealth advisory
• Investment advisory

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Jim Clark Retirement is an agency that provides retirement, estate, and financial planning services. Its described focus areas are retirement planning (including 401(k) and IRA strategies), estate planning (wills, trusts, and wealth transfer), and broader financial planning for individual clients. No standalone packaged products, digital tools, or subscription offerings are evidenced; the firm's operating web presence is a parked domain.

Product overview

No product information available. Jim Clark Retirement (jimclarkretirement.com) is currently a parked domain with no active product or service offerings described in the source data. The available content consists of a generic retirement planning educational article from SearchHounds, not a company product portfolio.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Services Advisory services focused on retirement savings strategies, 401(k) and employer match optimization, IRA selection (Traditional and Roth), retirement income planning, and ongoing plan reviews for individual clients.
• Estate Planning Services Estate and wealth-transfer planning support, including preparation of wills, trusts, and other legal documents to direct asset distribution and minimize tax liabilities for heirs.
• Financial Planning Services Broader personal financial planning for individuals, including budgeting, investment portfolio construction, diversification across stocks, bonds, index funds, annuities, and real estate, and ongoing reviews tied to changing income and life circumstances.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Emerging players

• Betterment: Leading US robo-advisor offering IRA, 401(k) rollover, and retirement goal-based portfolios. Comparable as a retirement-focused advisory competitor, but operating as a digital-first platform rather than a personal-advisor practice.
• Wealthfront: Digital wealth and retirement planning platform offering automated portfolios, 401(k) rollover, and tax-loss harvesting; comparable as a retirement-focused advisory alternative with a low-fee digital model.

Broad incumbents

• Fidelity Investments: Incumbent wealth manager offering 401(k), IRA, retirement income, and advisor-led financial planning services. Comparable as a competing provider of retirement-focused advice and products to US households.
• Edward Jones: Large US retail financial advisory franchise with a heavy emphasis on retirement and estate planning for mass-affluent and boomer clients; directly comparable as a traditional branch-based retirement advisory model, but at vastly greater scale.
• Fisher Investments: Large US asset manager and private wealth advisor serving retirement savers and retirees with portfolio management and financial planning; comparable as a scaled retirement-focused advisory competitor.
• Charles Schwab: Major US broker-dealer with a dedicated retirement-income, IRA, and financial-planning franchise plus the Schwab Intelligent Portfolios robo offering; competes across the full retirement advisory spectrum.
• Vanguard Personal Advisor: Low-cost hybrid advisory service from Vanguard combining digital portfolio management with human advisor access for retirement planning; a comparable retirement-advice offering, differentiated by scale and fee structure.

Direct peers

• Personal Capital (now Empower Personal Dashboard): Hybrid advisory firm combining free digital retirement/wealth tools with human advisor-led financial planning; closest comparable in combining retirement and estate-style planning with a tech-enabled advisor experience.
• Creative Planning: Large US RIA delivering comprehensive retirement, estate, tax, and financial planning to high-net-worth and mass-affluent households; comparable as a full-service personal retirement and estate planning practice.

Others

• LPL Financial: Largest US independent broker-dealer and RIA platform; not a direct competitor to the consumer, but the underlying infrastructure on which many small retirement and estate planning practices—including likely peers of Jim Clark Retirement—operate.

Market position

Strengths2 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/jim-clark-retirement-tm

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jim Clark Retirement