Lucas Retirement Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lucas Retirement Group offers discretionary asset management, financial planning and consulting, and serves as a referral liaison to third‑party money managers. The firm lists individuals, high‑net‑worth individuals and business entities as typical clients; however, it reports no assets under management and no client accounts as of the brochure date, and it does not require a firm account minimum (though some third‑party managers may have minimums).
The firm generally manages accounts on a discretionary basis and uses a mix of fundamental, technical, charting and cyclical analysis to tailor asset allocation and investment selection to clients’ stated objectives and risk tolerance. When appropriate, Lucas Retirement Group recommends and monitors third‑party managers, delivers their disclosures to clients, and acts as an ongoing liaison while disclosing that it receives referral and fee‑sharing arrangements from those managers.
The managing member maintains an insurance practice affiliated with American Senior Benefits and devotes a substantial portion of business time to that activity; the firm discloses commission‑based compensation from insurance sales and the resulting conflict of interest. The brochure also discloses a fee‑sharing and long‑term incentive arrangement with Gradient Investments, LLC, and notes that the firm does not vote client proxies—details prospective clients may weigh when assessing potential conflicts of interest and operational scale.
Client services
Expertise
Fee options
Up to $2,500 based on complexity and unique Client needs for financial planning
1.00%
Main office
42210 N 41st Drive, Suite 140
Anthem AZ 85086
Advisors at this office
3
Most active in
Arizona
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.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Micheal L
Series 63, Series 65
Anthem, AZ
Lucas Retirement Group LLC
Micheal Lucas II is a financial advisor at Lucas Retirement Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Elevated Capital Advisors, Gradient Advisors, and MassMutual. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group provides discretionary asset management and financial planning services primarily for individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to customize investment strategies and often serves as a liaison to third-party money managers.
Jacob J
Series 65
Anthem, AZ
Lucas Retirement Group LLC
Jacob Johns is a Series 65-licensed advisor at Lucas Retirement Group LLC with approximately one year of industry experience. He previously held roles at American Senior Benefits and Florida Financial Advisors DBA Four Corners Financial Advisors. Johns has also been involved in fixed insurance sales as part of his professional activities. Lucas Retirement Group offers discretionary asset management and financial planning services, primarily serving individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize asset allocation and investment selection according to client objectives and risk tolerance.
Matthew D
Series 63, Series 66
Anthem, AZ
Lucas Retirement Group LLC
Matthew Dodd is a financial advisor at Lucas Retirement Group LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including New York Life Insurance Company, Mutual of Omaha, and Merrill. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and often acts as a liaison to third-party money managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)