Lucid Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lucid Wealth Planning is a solo, state-registered independent advisory firm that serves individuals, including high-net-worth clients, with ongoing investment management, comprehensive financial planning, personal tax return preparation, and advisory services for owner-only retirement plans. The firm provides continuous portfolio supervision and delivers written or electronic financial plans as part of its planning engagements.
The firm’s investment process combines fundamental analysis with a mix of passive and active strategies to build asset-class-based portfolios aligned to client-specific investment policy statements and risk tolerances. Portfolios can include ESG-focused passive funds where appropriate, and accounts are managed on both discretionary and non-discretionary bases; trades are implemented on an individual account basis rather than through aggregated block orders.
Noteworthy features that distinguish the firm from many peers include in-house personal tax return preparation with provisions to reimburse clients who use third-party preparers, and a practice of bundling comprehensive planning into the advisory relationship for clients with larger asset levels. The firm also highlights staff credentials in comprehensive wealth management, special-needs planning, and behavioral financial advising, and offers focused services for owner-only employee retirement plans.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Planning upfront fee $1,500 and annual fee $4,000; tax preparation fees starting at $450 or $225 for clients with planning or investment management; tax preparation hourly rate $250.
$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.65%
Minimum fee: $3,000 minimum annual fee for investment management (waivable under discretion) Fee-only: Comprehensive Financial Planning: $1,500 upfront onboarding fee plus $4,000 annual fee (paid quarterly at $1,000 per quarter). Fees are negotiable and may be bundled into investment management fees for clients with $500,000+ AUM.
Main office
1780 Heritage Center Dr, Suite 201
Wake Forest NC 27587
Advisors at this office
1
Most active in
North Carolina · Texas
Also doing business as
Lucid Wealth Planning · Lucid Wealth Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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