Lance Beckman, CFP® ClearWealth

Contact this advisor

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.

Contact this advisor

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%

SEC Records

Loading...