# Jean-Luc Bourdon

> Jean-Luc Bourdon is a fee-only financial advisor at Lucent Wealth Planning in Santa Barbara, California, who holds the PFS credential. Lucent Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jean-luc-bourdon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lucent Wealth Planning
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $102.6M across 137 accounts
- **Credentials:** PFS
- **CRD:** 5238953 (https://adviserinfo.sec.gov/individual/summary/5238953)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://lucentwealth.com/

## Frequently asked questions

### Is Jean-Luc Bourdon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jean-Luc holds no broker registration, and Lucent Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jean-Luc charge for financial advice?

Jean-Luc's firm, Lucent Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jean-Luc Bourdon based?

Jean-Luc Bourdon is based in Santa Barbara, California.

### What credentials does Jean-Luc Bourdon hold?

Jean-Luc Bourdon holds the PFS credential.

### Is Jean-Luc Bourdon registered with the SEC?

Yes. Jean-Luc Bourdon is registered as an investment adviser representative in CA and TX (CRD 5238953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lucent Wealth Planning manage?

Lucent Wealth Planning reports $102.6M across 137 accounts in assets under management.

### How do I contact Jean-Luc Bourdon?

Through Jean-Luc's website, lucentwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5238953): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.