Lance Beckman, CFP® ClearWealth
- 4371 York Place, Iowa City, IA 52245
- (319) 572-0581
- pbagnpg@cynajvgupyrnejrnygu.pbz
- http://planwithclearwealth.com/
About Lance Beckman, CFP®
ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country.
ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients.
ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $50+/mo
- Quarterly Fee: $150+/qtr
- Flat Fee: $600+/engagement
- Hourly Fee: $200+/hr
- AUM: 1.00%
