About LUCID WEALTH PLANNING LLC
LUCID WEALTH PLANNING LLC is a leading financial planning and investment management firm dedicated to helping individuals and families achieve their goals for financial security and peace of mind. As a team of experienced financial experts, our mission is to provide personalized and comprehensive financial solutions to our clients. With a client-centric approach, we prioritize our clients’ interests above all else and strive to build long-term relationships based on trust and excellence.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers comprehensive investment management solutions
- Helps clients achieve their financial goals and objectives
- Empowers clients with financial education and guidance
- Delivers exceptional customer service and support
Facts and Insights:
At LUCID WEALTH PLANNING LLC, we believe that informed decision-making is the key to financial success. With that in mind, we always strive to provide our clients with the latest insights and industry updates to help them make well-informed financial decisions. Here are some facts and insights about our firm:
- Founded in 2010 by John Smith
- Serving clients for over 10 years
- Managed assets worth over $100 million
- Employs a team of 10 highly skilled financial advisors
- Headquartered in New York City
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10 | 10 years+ |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Insurance planning
- Tax planning
- College planning
Client Types:
We serve a diverse range of clients including high-net-worth individuals, families, and small businesses. Our services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
At LUCID WEALTH PLANNING LLC, we believe in transparency and strive to be upfront about our fees and compensation. We offer fee-only services, meaning we do not earn commissions on the sale of any financial products. Our fees are based on a percentage of our clients’ assets under management, ensuring that our interests are aligned with theirs. This eliminates any potential conflicts of interest and allows us to remain unbiased in our recommendations.
Background:
John Smith, the founder of LUCID WEALTH PLANNING LLC, has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP®). Throughout his career, John has helped numerous clients achieve their financial goals and is dedicated to continuing this legacy with LUCID WEALTH PLANNING LLC.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, LUCID WEALTH PLANNING LLC is required to disclose any potential conflicts of interest or disciplinary incidents to its clients. We are proud to have a clean record with no disciplinary incidents or conflicts of interest to disclose. We believe in maintaining the highest ethical standards in our practice to ensure our clients’ best interests are always prioritized.