Clearpath Wealth Management, L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ClearPath Wealth Management serves individuals (including high‑net‑worth households), trusts, estates, corporations and retirement plans, managing roughly $71 million for about 165 clients with a four‑person advisory team. The firm provides discretionary portfolio management, financial planning, and retirement‑plan design and implementation, and it also works with plan participants and “held‑away” employer accounts using order‑management tools.
The firm implements portfolios primarily with mutual funds, ETFs and individual stocks, combining a buy‑and‑hold orientation with active management when warranted; its analysis draws on charting, technical and fundamental methods and may include inverse ETFs or limited leverage in certain market environments. CPWM uses third‑party sub‑advisors for some mandates, maintains proprietary growth and income model portfolios, and aggregates client orders to provide consistent execution.
Several organizational features distinguish the firm from many peers: principals have ownership of affiliated accounting practices and a consulting/insurance entity, supervised persons are licensed to sell insurance products and may receive commissions, and the firm may act as a solicitor in specific custodian arrangements. The adviser also discloses private equity investments and ownership stakes in operating businesses that can generate performance‑based compensation or other conflicts of interest when those opportunities are recommended to qualified clients.
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
Commissions received on long-term care insurance, life insurance, and annuities sold by supervised persons
$400/hour for financial planning with a $3,600 minimum when no investment advisory agreement exists
Performance-based fees may be charged for a private equity investment based on capital gains/appreciation upon liquidation
Financial planning, when not part of investment advisory agreement, may be charged as an annual subscription billed monthly
Account minimum: $100,000 Minimum fee: $3,600 minimum for hourly financial planning when no investment advisory agreement exists
Main office
9393 W. 110th St #210
Overland Park KS 66210
Advisors at this office
5
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® and Series 65-licensed financial advisor with three years of industry experience, currently with ClearPath Wealth Management, L.C. Prior to joining ClearPath, she held roles at Aspyre Wealth Partners and Carson Group. Outside of her advisory work, she is involved with TerraVox Winery as a Tasting Room Associate. ClearPath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $71 million across about 165 clients. The firm combines discretionary portfolio management, financial planning, and retirement plan services with a hybrid investment approach that includes mutual funds, ETFs, individual stocks, and third-party sub-advisors.
Kyle S
Series 65
Overland Park, KS
Clearpath Wealth Management, L.C.
Kyle Savner is a Series 65-licensed financial advisor with Clearpath Wealth Management, L.C., based in Overland Park, KS. He has six years of advisory experience, including five years at Tucker Advisors and one year at Lockton Affinity before joining Clearpath Wealth Management. ClearPath Wealth Management serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan services. The firm combines buy-and-hold strategies with active management, utilizing mutual funds, ETFs, individual stocks, and third-party sub-advisors, while maintaining proprietary model portfolios and aggregated client order execution.
Keith H
Series 63, Series 65
Overland Park, KS
Clearpath Wealth Management, L.C.
Keith Hanson is a financial advisor with Clearpath Wealth Management, L.C. in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Butler, Lanz & Wagler, L.C., Legacy Advisory Group, and Realty Associates. Outside of his advisory role, Hanson is involved in several other business ventures, including managing residential real estate development and serving as a managing member of a product manufacturer's sales group. Clearpath Wealth Management serves individuals—including high-net-worth households—trusts, estates, corporations, and retirement plans, managing approximately $71 million for around 165 clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, utilizing a combination of buy-and-hold and active management approaches with mutual funds, ETFs, and individual stocks.
Cory L
Series 66
Overland Park, KS
Clearpath Wealth Management, L.C.
Cory Lagerstrom is a financial advisor at ClearPath Wealth Management, L.C. in Overland Park, KS, holding a Series 66 designation with 19 years of industry experience. He has worked at several firms, including Frontier Capital Partners and Aspen Wealth Management, and is CEO and owner of Hydroland, a hydroelectric plant operation. ClearPath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans with discretionary portfolio management and financial planning. The firm combines buy-and-hold strategies with active management using mutual funds, ETFs, and individual stocks, supported by third-party sub-advisors and proprietary model portfolios.
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 28 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. Lanz is involved with several non-investment business ventures, including tax and accounting services, consulting, and insurance. Clearpath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $71 million for around 165 clients. The firm combines discretionary portfolio management, financial planning, and retirement-plan services with a buy-and-hold investment approach supplemented by active management when appropriate.
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