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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- ElementFusion +more
- Established Date
- 08-13-2019
- Office Locations
- 1
Office Locations
About Lucid Wealth Planning LLC
Lucid Wealth Planning is a fee-only, fiduciary CFP firm providing comprehensive financial planning and investment management, with an emphasis on tax planning and risk management for busy professionals. Based in the Raleigh/Durham/Wake Forest area and serving clients nationally via Zoom, the firm is tech-forward with interactive plan access and a secure document vault, and can work with portfolios held at major custodians like Vanguard or Fidelity. Not currently accepting new clients.
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Owner & Executives
JEFFREY M STEWART
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5234577
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,088,637 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,088,637 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,088,637
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $302,171,868 | 16.3% |
| Equity - Exchange | $973,252,950 | 52.5% |
| Cash | $578,390,324 | 31.2% |
| Total | $1,853,815,142 | 100.0% |