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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-2019
- Office Locations
- 2
Office Locations
About Clearwealth
ClearWealth Planning, Inc. is a fiduciary, retirement-focused RIA providing retirement income planning, investment management, and holistic financial planning for private clients nationwide. Founder and Senior Retirement Strategist Brian Britt emphasizes distribution-phase risk management and estate-planning coordination. Portfolios are tailored and often implemented with ETFs and U.S. government/agency fixed income; Schwab is a primary custodian. Britt also teaches NSFE retirement-planning webinars.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 154 clients, or 77 clients per representative. That equates to $287.9K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
LANCE ROBERT BECKMAN
Founder, Lead Advisor, Owner
- CRD
- #6146637
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ryan Brueck
Financial Planner
- CRD
- #6945643
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,330,650 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,330,650 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clearwealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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