Top Financial Advisors In Wake Forest, NC

Lucid Wealth Planning LLC is a leading financial planning firm that provides customized solutions to individuals and businesses. Founded in 2005, the company has become a trusted source for expert financial advice, managing over $500 million in assets for its clients. The team at Lucid Wealth Planning LLC is composed of highly qualified financial experts, with a combined experience of over 50 years in the industry. They specialize in developing personalized strategies that help clients achieve their financial goals and build long-term wealth. In addition to wealth management, the company offers a range of services including retirement planning, tax planning, and risk management. They also provide education and resources for clients to make informed decisions about their finances. One of the key factors that sets Lucid Wealth Planning LLC apart from its competitors is its commitment to transparency and integrity. The company prides itself on always putting clients' best interests first and providing unbiased advice. As of 2019, the firm's average asset management fee was around 1% and its minimum account size is $500,000. This allows them to work with a select group of clients and provide a high level of personalized service. With a proven track record of success, Lucid Wealth Planning LLC is dedicated to helping individuals and businesses achieve financial security and peace of mind. Their commitment to excellence has earned them a strong reputation in the industry and a loyal client base.