Lucent Wealth Planning, LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Lucent Wealth Planning, LLC charges $350-$450 an hour, a flat or project fee of $2,000-$6,000, and an annual fee of $22,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$450/hr
“LWP’s consulting fees will be calculated based on a charge ranging from $350 to $450 per hour.”
- Flat or project fee
- $2,000-$6,000
“This fixed fee will typically range from $2,000 to $6,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.”
- Annual fee
- $22,000/yr
“A minimum annual fee of $22,000 is generally required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lucent Wealth Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
- “The balance is due upon completion of the plan.”
- “Fees are due and payable upon completion of the consulting service.”
How Lucent Wealth Planning, LLC’s fees compare
- Its hourly rate of $350-$450 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 12 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$6,000 spans the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
- Its annual fee of $22,000 is above the California median of $6,250. 91% of the 224 other California planners that publish an annual fee charge less.
- 3 of the 3 other planners in Santa Barbara that publish an annual fee charge less.
About Lucent Wealth Planning, LLC
“Wealth Management Services LWP provides wealth management services for its Clients.”
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $22,000 minimum fee (stated in brochure)
- Clients
- 41
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $102,646,041
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297447
- Phone
- (805) 963-7070
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.