Lucid Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$98,088,637
Clients
59
51% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$1,662,519
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
Financial planning
Portfolio management
Tax preparation services
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Self-Employed
Demographic focus
HENRY (High Earners, Not Rich Yet)
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 location
Lucid Wealth Planning LLC
1780 Heritage Center Dr, Suite 201
Wake Forest NC 27587, United States
Number of offices
1
Most active in
Lucid Wealth Planning LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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