ClearWealth

ClearWealth at a glance

• One of 62 fee-only firms based in Iowa in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 145 individual clients, 6 of them high net worth.
• Its average account is about $120,000 (assets it manages divided by its 369 accounts).

Fee-only advisors in Iowa

Facts

ClearWealth fees

ClearWealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Lance Beckman

  CFP

• Ryan Brueck

  CFP