Lucid Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$800/hr

“We charge an hourly fee of $800 for Project-Based Financial Planning.”

Annual fee

$5,800⁠-⁠$17,800/yr

“The annual fixed fee for Ongoing Financial Planning is generally between $5,800 - $17,800.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lucid Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the previous billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Lucid Financial Planning’s fees compare

• Its hourly rate of $800 is above the Colorado median of $300. 100% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its annual fee of $5,800-$17,800 spans the Colorado median of $7,750. 65% of the 57 other Colorado planners that publish an annual fee charge less.

About Lucid Financial Planning

• Principal: Eric Davis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.35% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343677

Website

lucidfp.com (opens in new tab)

Phone

(720) 680-2886

Other planners in Colorado that publish fees

• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Ace Wealth Partners, LLCWestminster$200/hr, $1,500⁠-⁠$2,500

Compare all 479 planners in Colorado