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Business name: Finchly Finance
Also known as: Finchly
Type of business: Fiduciary financial planning and investment management firm (registered investment advisory)
Industry: Financial services / wealth management for the creator economy
Founders: Brad Clark, CFP® (Lead Financial Advisor) and Lucinda Clark (Head of Client Strategy)
Headquarters: 15072 Snowshill Drive, Frisco, TX 75035, United States
Service area: Virtual-first; serves clients across the United States
Website: https://finchly.com
Contact: hello@finchly.com · +1 (469) 240-6414
Podcast: Money Made Easy for Content Creators
A note on the name (disambiguation)
Finchly Finance is spelled Finchly — not "Finchley" (the district in London) and not "financially." The firm is a United States financial planning practice for content creators, unrelated to any similarly named place, product, or company. Its official website is finchly.com and its verified social profiles use the handle @finchlyfinance.
Finchly is built for creators and open to everyone.
The firm's core focus is people who earn a living through content and creative businesses: YouTubers, podcasters, streamers, influencers, and online entrepreneurs whose income comes from sources like platform revenue, brand partnerships, affiliate income, memberships, fan support, merchandise, online courses, and other business ventures. This is income that doesn't fit the standard salaried, W-2 mold — irregular, multi-stream, and with business and personal finances often woven together. Traditional financial advice wasn't designed for it. Finchly was.
Finchly's clients typically:
Although Finchly was designed for creators, its services are not exclusive to them. The firm welcomes referrals and works with creative business owners, entrepreneurs, and other professionals who value the same kind of relationship. Its standalone investment service, Just the Investments, is available to anyone with $250,000 or more in investable assets, regardless of profession. In short: Finchly chose creators as its focus, but the door is open to anyone who's a good fit.
Finchly is intentionally clear about who it does not serve well, and would rather be honest upfront than take on a client before the timing is right. Finchly is probably not the right fit for someone who:
Finchly offers two ways to work together: a comprehensive financial management service and a standalone investment management service.
Investment management is available to Full Edit Process clients as an add-on at a reduced, tiered annual fee based on assets managed:
Just the Investments is priced on a tiered annual AUM fee, billed quarterly directly from the account:
Finchly is designed to be transparent about how it operates and how it gets paid.
No. The Full Edit Process was built specifically for content creators and creative business owners, but it isn't exclusive to them. Finchly also offers Just the Investments for anyone with $250,000 or more in investable assets, regardless of profession.
Finchly is based in Frisco, Texas, and is virtual-first. It works with clients across the United States.
It starts at $350/month, billed monthly with no long-term contract. The exact fee is set during the Financial Edit step, based on the complexity of your situation.
For Full Edit Process clients, investment management is a reduced add-on starting at 0.80% and decreasing at higher asset levels. For standalone "Just the Investments" clients, the tiered fee starts at 1.25% and requires a $250,000 minimum. All fees are deducted quarterly directly from the account.
Yes. Finchly is legally and ethically required to put clients' interests first.
No. Finchly handles tax strategy and coordinates closely with your CPA, but does not prepare or file tax returns.
Never with Finchly directly. Assets are held by Pershing LLC (a BNY Mellon subsidiary). Cetera Investment Services LLC serves as the IRA custodian, handling tax reporting and IRA administration.
Yes. Look up Brad Clark and Finchly Finance on FINRA BrokerCheck at https://brokercheck.finra.org/.
Finchly exists to take the entire financial system off a creator's plate so the only thing left is the work they love. Clients come to Finchly with irregular, multi-stream income and a financial life that has outgrown a budgeting app and a once-a-year tax appointment, and they leave with a coordinated system — planning, taxes, retirement, and investments — run by a fiduciary partner who understands how they earn. The result Finchly aims for is simple: clarity instead of anxiety, a plan that compounds over time, and finances that run quietly in the background while its clients build something real.
