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Lucid Wealth Planning LLC
Lucid Wealth Planning LLC is a fee-only fiduciary firm providing comprehensive financial planning and investment management with an emphasis on tax planning...
Overview
Lucid Wealth Planning LLC is a fee-only fiduciary firm providing comprehensive financial planning and investment management with an emphasis on tax planning and risk management. The firm serves clients in Raleigh, Durham, and Wake Forest, NC, and virtually throughout the United States. It prioritizes personalized service to existing clients and is not accepting new clients at this time.
General information
Firm type
RIA
Location
Country
United States
City
Wake Forest
Frequently asked questions
Who runs investment decisions at Lucid Wealth Planning LLC?
No named principals or investment decision-makers are publicly associated with the firm. Its RIA registration does not list key individuals in available records.
Does Lucid Wealth Planning disclose its assets under management?
Lucid Wealth Planning LLC does not publically report its AUM. The firm's scale remains unknown based on available public information.
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