# Lisa Clements

> Lisa Clements is a fee-only financial advisor at Clear Springs Wealth in Bucyrus, Kansas. Lisa charges a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $3,600 a year and one-time plans from $497) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/lisa-clements/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clear Springs Wealth
- **Based in:** Bucyrus, Kansas
- **Fee model:** One-time planning fee; Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $3,600 a year; one-time plans from $497; 0.8% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.2M across 23 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** High earners
- **CRD:** 6935534 (https://adviserinfo.sec.gov/individual/summary/6935534)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.clearspringswealth.com

## Frequently asked questions

### Is Lisa Clements a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Clear Springs Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lisa charge for financial advice?

Lisa charges a one-time planning fee, an ongoing planning fee and a percentage of assets.

### How much does Lisa charge?

According to Clear Springs Wealth's website, checked October 30, 2026: ongoing planning from $3,600 a year; one-time plans from $497; 0.8% a year on the first tier of assets managed.

### Where is Lisa Clements based?

Lisa Clements is based in Bucyrus, Kansas.

### What does Lisa specialize in?

Lisa's specialties include retirement planning, tax planning and estate & legacy planning. Lisa works with high earners.

### Is Lisa Clements registered with the SEC?

Yes. Lisa Clements is registered as an investment adviser representative in KS and TX (CRD 6935534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Springs Wealth manage?

Clear Springs Wealth reports $4.2M across 23 accounts in assets under management.

### How do I contact Lisa Clements?

Through Lisa's website, www.clearspringswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6935534): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.clearspringswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.