Lucid Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In certain circumstances, additional complexity will be based on the estimated amount of time (number of hours) to complete the return at a rate of $250 per hour.”

Flat or project fee

$1,500

“Comprehensive Financial Planning Service Comprehensive Financial Planning consists of an upfront fee of $1500.00 and an annualized fee of $4000.00 that is paid quarterly, in advance, at the rate of $1000.00 per quarter.”

Quarterly fee

$1,000/qtr

From the same sentence as above.

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

How Lucid Wealth Planning LLC bills

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

• “Our annual fees are negotiable, paid in advance on a monthly or quarterly basis.”
• “Advisory fees may be directly debited from Client accounts, or the Client may 7 choose to pay by check or electronic funds transfer.”
• “The Comprehensive Financial Planning may be terminated with written notice at least 15 calendar days in advance.”

How Lucid Wealth Planning LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the North Carolina median of $4,800. 15% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Lucid Wealth Planning LLC

• Principal: Jeffrey Stewart
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

$3,000 minimum fee (stated in brochure)

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$98,088,637

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304756

Website

twitter.com/LucidWealthLLC (opens in new tab)

Phone

(919) 495-0936

Other planners in Wake Forest that publish fees

• Molokai InvestmentsWake Forest$250/hr, $2,500
• Wakefield Financial Planning, LLCWake Forest$200⁠-⁠$300/mo
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000

Compare all 3 planners in Wake Forest