Clearpath Wealth Management, L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ClearPath Wealth Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts and retirement-plan sponsors. The firm also offers retirement-plan design and ongoing oversight of employer-sponsored and "held away" plan assets, coordinating rebalancing and monitoring where custodial access is limited.
Investment approach blends traditional buy-and-hold with active portfolio management, using mutual funds, ETFs and individual stocks and engaging third-party sub-advisors when appropriate. The firm employs both technical charting and fundamental analysis, and portfolios may use inverse ETFs for hedging and limited leverage; held-away plan accounts are reviewed through an order management system.
What is distinctive is the firm’s integration with affiliated accounting practices (several ClearPath Tax & Accounting entities and KPN Enterprises), allowing clients to obtain accounting services under separate engagements — a structure that is uncommon among similar advisory teams. The brochure also discloses that supervised persons are licensed to sell insurance products and that the firm holds a private-equity position (Legacy WoundCare 360) that can generate performance-based fees, with such arrangements limited to qualified investors and disclosed as potential conflicts.
Client services
Expertise
Fee options
$0 - $999,999: 1.35% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.15% $3,000,000+: Negotiable
Supervised persons sell insurance and annuities for commissions; no management fees charged for assets with commissions
$400 per hour for financial planning when not engaged under investment advisory agreement
Performance-based fees for private equity investment Legacy WoundCare 360, calculated as percentage of gains at liquidation
Financial planning fees may be charged as a single annual fee or annual subscription billed monthly
Account minimum: $100,000 Minimum fee: $3,600 minimum fee for financial planning when not combined with asset management Fee-only: Financial planning at $400/hour with $3,600 minimum fee when not bundled with asset management
Main office
9393 W. 110th St #210
Overland Park KS 66210
Advisors at this office
4
Most active in
Kansas · Missouri · Texas
Also doing business as
Blw Wealth Management · Butler, Lanz & Wagler, L.C. · Clearpath Wealth Management, L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Meghan H
CFP®, Series 65
Overland Park, KS
Clearpath Wealth Management, L.C.
Meghan Hein is a CFP®-certified financial advisor at ClearPath Wealth Management, L.C. with two years of industry experience. Prior to joining ClearPath Wealth Management, she held roles at Aspyre Wealth Partners and Carson Group. Outside of her advisory work, Meghan is a Tasting Room Associate at TerraVox Winery, where she assists with guest services and event hosting. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a blend of buy-and-hold and active management strategies with mutual funds, ETFs, and individual stocks.
Keith H
Series 63, Series 65
Overland Park, KS
Clearpath Wealth Management, L.C.
Keith Hanson is a financial advisor at Clearpath Wealth Management, L.C. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Butler, Lanz & Wagler, L.C. and Legacy Advisory Group. Outside of advisory work, Hanson is involved in several non-investment business ventures, including managing roles in residential real estate development and product sales organizations. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm combines discretionary portfolio management with financial planning and retirement plan services, utilizing a mix of mutual funds, ETFs, individual stocks, and third-party sub-advisors, while maintaining affiliated accounting and tax practices.
Cory L
Series 66
Overland Park, KS
Clearpath Wealth Management, L.C.
Cory Lagerstrom is a financial advisor at ClearPath Wealth Management, L.C. with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Frontier Capital Partners and Change Path LLC. Outside of advisory work, he is the CEO and owner of Hydroland, a hydroelectric plant operation. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a blend of buy-and-hold and active management strategies with mutual funds, ETFs, and individual stocks.
Timothy L
Series 63, Series 65
Overland Park, KS
Clearpath Wealth Management, L.C.
Timothy Lanz is a financial advisor at Clearpath Wealth Management, L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler, Lanz & Wagler, L.C. since 1998 and Blue River Capital LLC from 2014 to 2019. Outside of advising, he is involved with several related business ventures including ClearPath Tax & Accounting and ClearPath Consulting & Insurance. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, using a blend of mutual funds, ETFs, individual stocks, and third-party sub-advisors, with an investment approach that combines buy-and-hold strategies and active management informed by technical and fundamental analysis.
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