Clear Springs Wealth fees and pricing
Financial planner in Bucyrus, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Clear Springs Wealth charges $200 an hour and a monthly fee of $250-$350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Hourly financial planning advice may be provided at a rate of $200/hour.”
- Monthly fee
- $250-$350/mo
“Fees are paid monthly in advance, ranging from $250 to $350 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clear Springs Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Agreement.”
- “For Financial Planning services, fees are paid by electronic funds transfer (EFT) or check.”
How Clear Springs Wealth’s fees compare
- Its hourly rate of $200 is below the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
About Clear Springs Wealth
“We offer Investment Management and Financial Planning services.”
- Principal: Lisa Clements
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Clients
- 18
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $4,154,900
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322313
- Phone
- (913) 568-5472
Other planners in Kansas that publish fees
- Abundance Wealth ManagementManhattan$250/hr, $3,000
- Agh Wealth Advisors, LLCWichita$350/hr
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
- Aspyre Wealth PartnersOverland Park$150-$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.