Clear Springs Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,154,900
Clients
18
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$230,828
About
Clear Springs Wealth is a fee-only independent advisory firm that works with individual clients across the emerging affluent, mass affluent, and high-net-worth spectrum, providing discretionary investment management and ongoing financial planning services. The firm’s planning services cover areas such as cash flow, retirement, estate considerations, insurance, tax-aware investment analysis, and career planning.
The firm’s investment approach is built on Modern Portfolio Theory and a primarily passive, asset-allocation strategy that uses index mutual funds and ETFs, with portfolios managed to clients’ stated goals and risk tolerances. Financial planning is delivered as an ongoing, collaborative engagement rather than a one-time report, with the advisor monitoring and recommending updates as clients’ circumstances evolve.
Noteworthy features include a program of educational seminars and speaking engagements offered as general, non-sales presentations, and the use of Encore Estate Planning software to prepare basic wills, trusts, and powers of attorney at discounted rates compared with outside attorneys. The firm’s principal brings professional coaching credentials and specialty training in retirement and sports/entertainment wealth management, which is reflected in an emphasis on career-planning and coaching within its financial-planning services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General estate planning guidance
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Demographic focus
Established Professionals
Fee options
Financial Planning fixed fees ranging from $250 to $350 per month; Seminars $0 to $2000 per event or $0 to $250 per participant
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)
$200/hour for hourly consulting
Fee-only: Investment Management fees and Financial Planning fixed monthly fees; no commissions
Main office location
Clear Springs Wealth
Bucyrus KS, United States
Number of offices
1
Most active in
Clear Springs Wealth has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
YouTube
Website
913-568-5472
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