A complete list of active advisors currently associated with Lucid Wealth Planning LLC

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

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.

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

Name	Location	Years of experience
Jeff Stewart	Wake Forest, NC	19

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