.
Lucent Wealth Planning, LLC
Lucent Wealth Planning, LLC is a leading financial planning firm that specializes in providing comprehensive wealth management services to individuals and families. With a team of experienced and knowledgeable advisors, Lucent Wealth Planning is able to help clients achieve their financial goals and build a secure future.
How does the advisor help clients – Key Takeaways:
- Creating a personalized financial plan to meet individual needs and goals
- Offering a wide range of financial services
- Providing expert advice and guidance
- Building long-term relationships with clients
Facts and Insights
Lucent Wealth Planning has been in business for over 20 years and has built a reputation for excellent service and successful financial planning. The firm currently has over $500 million in assets under management, and is made up of a team of 15 experienced and dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 20+ |
Financial Services Offered
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
Lucent Wealth Planning works with a diverse range of clients, including high net worth individuals, professionals, business owners, and retirees. The firm is dedicated to providing personalized financial solutions to meet the unique needs of each client.
Fees & Compensation
Lucent Wealth Planning charges a fee for their services, which is based on a percentage of the assets under management. This fee structure aligns the interests of the firm with those of their clients, as they only succeed when their clients succeed.
Background
The team at Lucent Wealth Planning has a combined experience of over 100 years in the financial services industry. Each advisor brings their own unique expertise and knowledge to the firm, allowing them to offer a comprehensive range of services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lucent Wealth Planning is required to disclose any potential conflicts of interest or disciplinary actions. This information can be found on the firm’s Form ADV, which is publicly available through the Securities and Exchange Commission’s website.