Lucid Advisors, Inc. fees and pricing
Financial planner in Seattle, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Lucid Advisors, Inc. charges a quarterly fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $4,000/qtr
“Consulting and investment advisory fees applicable to ongoing engagements vary widely, generally ranging from $4,000/quarter up to $25,000/quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lucid Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our sole compensation is from fees billed directly to each client under our written agreement, all client fees are subject to negotiation.”
- “Although specific billing practices can vary based upon circumstances, customarily our consulting fees for ongoing services are invoiced at the beginning of each calendar quarter, or for projects based upon agreed-upon milestones.”
- “Upon termination, any prepaid fees for the current period will be refunded on a pro-rata basis.”
How Lucid Advisors, Inc.’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Lucid Advisors, Inc.
“Lucid Advisors, Inc. (Lucid) was established in 2001 by Bob Rupp and Greg Ashihara to provide independent professional services to retirement plan sponsors and institutional investors.”
- Firm size: 2 employees.
- Founded: 2001 (25 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 33
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $1,147,355,188
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116639
- Phone
- (206) 267-2222
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
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.