Clear Springs Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
Bucyrus KS
Advisors at this office
1
Most active in
Kansas · Texas
Also doing business as
Clear Springs Wealth · Clear Springs Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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
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