Lance Beckman
ClearWealth · Burlington, Iowa
Lance Beckman is a fee-only financial advisor at ClearWealth in Burlington, Iowa, who holds the CFP credential. ClearWealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | ClearWealth |
|---|---|
| Based in | Burlington, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.3M across 369 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, IL · CRD 6146637 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Lance's firm compares
- ClearWealth's average account is about $120,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about Lance
Is Lance Beckman a fee-only financial advisor?
Yes. Lance Beckman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lance's firm.
How does Lance charge for financial advice?
Lance's firm, ClearWealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lance Beckman based?
Lance Beckman is based in Burlington, Iowa.
What credentials does Lance Beckman hold?
Lance Beckman holds the CFP credential.
Is Lance Beckman registered with the SEC?
Yes. Lance Beckman is registered as an investment adviser representative in IA and IL (CRD 6146637), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does ClearWealth manage?
ClearWealth reports $44.3M across 369 accounts in assets under management.
How do I contact Lance Beckman?
Contact details aren't on file yet. Search for ClearWealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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