Jean-Luc Bourdon
Lucent Wealth Planning · Santa Barbara, California
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.
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Facts
| Firm | Lucent Wealth Planning |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $102.6M across 137 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CA, TX · CRD 5238953 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lucentwealth.com |
| Profile |
How Jean-Luc's firm compares
- Lucent Wealth Planning's average account is about $749,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Jean-Luc
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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