Clearwealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500.00 to $2,500.00, depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $100.00 to $250.00 per month, depending on the complexity and needs of the…”

Monthly fee

$100⁠-⁠$250/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clearwealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Clearwealth’s fees compare

• Its flat or project fee of $500-$2,500 is below the Iowa median of $3,850. 23% of the 43 other Iowa planners that publish a flat or project fee charge less.

About Clearwealth

• Principal: Lance Beckman
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

1.5% a year

Clients

145

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$44,330,650

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299759

Website

instagram.com/planwithclearwealth (opens in new tab)

Phone

(319) 572-0581

Can advise clients in 2 states: Iowa, Illinois

Other planners in Iowa that publish fees

• Acadia Legacy GroupClive$100⁠-⁠$350/hr
• Accel Wealth ManagementWaverly$150⁠-⁠$250/hr, $500
• Actis Wealth ManagementWaukee$200/hr, $1,000⁠-⁠$50,000
• Alba Financial LLCCouncil Bluffs$295/hr, $4,000⁠-⁠$12,500
• Ao Wealth AdvisoryUrbandale$300
• Arnold and Mote Wealth ManagementHiawatha$300/hr, $12,000

Compare all 108 planners in Iowa