A complete list of active advisors currently associated with Lucas Retirement Group LLC

Warmer can help you find a great advisor at Lucas Retirement Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lucas Retirement Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.