LUCAS GROUP FINANCIAL PLANNERS, INC.

1545 River Park Drive,
Suite 401
Sacramento, California 95815
Tel: 916-921-9220

About LUCAS GROUP FINANCIAL PLANNERS, INC.

LUCAS GROUP FINANCIAL PLANNERS, INC, formally registered with the SEC as LUCAS GROUP FINANCIAL PLANNERS, INC. The firm was established in 04/02/2018. They have over 2 offices throughout the country.

LUCAS GROUP FINANCIAL PLANNERS, INC. is a Sacramento, California based Financial Planning firm with nearly $374,733,822 assets under management, offering retirement planning & investment advisory services to 1110 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130163
SEC#	801-112737
Assets Managed by Firm	$374,733,822
No. of Clients	1110
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1110	$374,733,822
Individuals (other than high net worth individuals)	390	$183,190,630
High net worth individuals	66	$139,241,807
Pension and profit sharing plans	29	$52,301,385

More Retirement Planning firms in Sacramento, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

Explore More Retirement Advisors in Sacramento, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.