Lisa Clements
Clear Springs Wealth · Bucyrus, Kansas
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.
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Specialties
Who they serve
- High earners
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 |
| Assets under management | $4.2M across 23 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 6935534 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clearspringswealth.com |
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Questions about Lisa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Clear Springs Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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