Meghan Hein is a CFP-designated registered investment advisor at Clearpath Wealth Management, L.C., based in Overland Park, KS, with 2 years of industry experience. Meghan 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 Street, Suite 210, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clearpath Wealth Management, L.C.
Previous Registrations
Aspyre Wealth Partners
Cwm, LLC
State Registrations3 states
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