Timothy Lanz
Timothy Lanz is a registered investment advisor at Clearpath Wealth Management, L.C., based in Overland Park, KS, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 165 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 1.15% |
Fees are negotiable for assets above $3,000,000. For assets held away in company sponsored retirement plans, the fee is 0.75% and may be negotiable.
Fee Estimator
Location
9393 W. 110th St #210, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is a member of several entities including ClearPath Tax & Accounting, ClearPath Tax & Accounting II, KPN Enterprises, ClearPath Financial Group, and ClearPath Consulting & Insurance. These activities take about 10-20% of his time for the first three and a few hours per week for the last two.
Employment History
Current Registrations
Clearpath Wealth Management, L.C.
Previous Registrations
Blue River Capital LLC
State Registrations2 states
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