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Lucid Wealth Planning

EST. AUM
$98,088,637

CONTACTS

CLIENT ACCOUNTS
207

Firm Details

Metro area Raleigh
CRD Number 304756
Website lucidwealthplanning.com
Client types

Overview

Lucid Wealth Planning LLC is a fee-only, fiduciary financial planning and investment management firm based in Wake Forest, North Carolina, serving clients throughout Raleigh, Durham, and the greater Triangle region as well as nationally through virtual engagements. Founded by Jeff Stewart, CFP®, the firm focuses on healthcare, academic, and social wellness professionals, providing comprehensive planning across tax, risk management, and other areas of personal finance. The firm is structured as an independent, client-first practice rather than a product-selling or transaction-based advisory model.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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