# Rebecca Meats

> Rebecca Meats is a fee-only financial advisor at Clear Insight Wealth Management in Spokane, Washington, who holds the CPA, AFC and CFP credentials. Rebecca charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,600 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/rebecca-meats/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Clear Insight Wealth Management
- **Based in:** Spokane, Washington
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $101.9M across 1,228 accounts
- **Credentials:** CPA, AFC, CFP, ChFC, Other
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** Founders, Pre-retirees
- **CRD:** 7092772 (https://adviserinfo.sec.gov/individual/summary/7092772)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://myciwm.com

## Frequently asked questions

### Is Rebecca Meats a fee-only financial advisor?

Yes. Rebecca Meats is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rebecca's firm.

### How does Rebecca Meats charge for financial advice?

Rebecca Meats charges a percentage of assets and an ongoing planning fee.

### How much does Rebecca Meats charge?

According to Clear Insight Wealth Management's website, checked October 28, 2026: ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed.

### Does Rebecca Meats work with clients virtually?

Yes. Clear Insight Wealth Management says on its website that it works with clients remotely.

### Where is Rebecca Meats based?

Rebecca Meats is based in Spokane, Washington.

### What does Rebecca Meats specialize in?

Rebecca Meats's specialties include retirement planning, tax planning and small business owners. Rebecca works with founders and pre-retirees.

### What credentials does Rebecca Meats hold?

Rebecca Meats holds the CPA, AFC, CFP, ChFC and Other credentials.

### Is Rebecca Meats registered with the SEC?

Yes. Rebecca Meats is registered as an investment adviser representative in WA (CRD 7092772), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clear Insight Wealth Management manage?

Clear Insight Wealth Management reports $101.9M across 1,228 accounts in assets under management.

### How do I contact Rebecca Meats?

Through Rebecca Meats's website, myciwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39247): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.myciwm.com/): specialties, clients served, and fees, checked October 28, 2026

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