Jeff Stewart
Lucid Wealth Planning LLC · Wake Forest, North Carolina
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.
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Specialties
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 |
| Accepting new clients | Not currently |
| Assets under management | $98.1M across 207 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in NC, TX · CRD 5234577 |
| Exams passed | Series 63 (2006) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lucidwealthplanning.com |
| Profile |
How Jeff's firm compares
- Lucid Wealth Planning LLC's average account is about $474,000, from its Form ADV (assets managed divided by 207 accounts).
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Questions about Jeff
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lucid Wealth Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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