A complete list of active advisors currently associated with Lucid Financial Planning

Warmer can help you find a great advisor at Lucid Financial Planning or one who fits your needs even better.

Lucid Financial Planning provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm offers both written financial plans and ongoing investment advice across common securities such as stocks, bonds, mutual funds, ETFs, and cash equivalents. The firm works with clients through project-based and ongoing engagements, using a combination of fundamental analysis, modern portfolio theory, and both passive and active investment vehicles. When appropriate, Lucid may manage accounts on a discretionary basis and recommends or selects independent outside managers to implement portions of client portfolios. Distinctive features include offering fee-only financial planning on both an hourly, project basis and a recurring fixed-fee ongoing basis, along with portfolio management for individual clients and an explicit process for recommending other advisers. The firm does not act as a private fund adviser and was newly registered in 2026 with no assets under management reported at the time of filing.

To learn more about the advisors currently working at Lucid Financial Planning, 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.

Name	Location	Years of experience
Eric Davis	Nederland, CO	10

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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.

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