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Clear Springs Wealth

Updated today

Total assets under management

$4,154,900

Total clients

18

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

18

Average account size

$230,828

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Financial Planning fixed fees ranging from $250 to $350 per month; Seminars $0 to $2000 per event or $0 to $250 per participant

Percentage

All clients acquired prior to January 1, 2026+: 0.60% annually (flat fee) All clients acquired on or after January 1, 2026+: 0.80% annually (flat fee)

Project-based

$200/hour for hourly consulting

Other

Fee-only: Investment Management fees and Financial Planning fixed monthly fees; no commissions

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Clear Springs Wealth

Bucyrus KS, United States

Number of offices

1

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