# Jeff Stewart

> Jeff Stewart is a fee-only financial advisor at Lucid Wealth Planning LLC in Wake Forest, North Carolina, who holds the CFP and CRPC credentials. Jeff focuses on tax planning, estate & legacy planning and retirement planning. Lucid Wealth Planning LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeff-stewart/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lucid Wealth Planning LLC
- **Based in:** Wake Forest, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $98.1M across 207 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 5234577 (https://adviserinfo.sec.gov/individual/summary/5234577)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2006), Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://lucidwealthplanning.com

## Frequently asked questions

### Is Jeff Stewart a fee-only financial advisor?

Yes. Jeff Stewart is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeff's firm.

### How does Jeff charge for financial advice?

Jeff's firm, Lucid Wealth Planning LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Jeff work with clients virtually?

Yes. Lucid Wealth Planning LLC says on its website that it works with clients remotely.

### Where is Jeff Stewart based?

Jeff Stewart is based in Wake Forest, North Carolina.

### What does Jeff specialize in?

Jeff's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does Jeff Stewart hold?

Jeff Stewart holds the CFP and CRPC credentials.

### Is Jeff Stewart registered with the SEC?

Yes. Jeff Stewart is registered as an investment adviser representative in NC and TX (CRD 5234577), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lucid Wealth Planning LLC manage?

Lucid Wealth Planning LLC reports $98.1M across 207 accounts in assets under management.

### How do I contact Jeff Stewart?

Through Jeff's website, lucidwealthplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jeff-stewart-10934): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://lucidwealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

---

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