Lucas Wennersten
49th Parallel Wealth Management · Vancouver, British Columbia, Canada
Lucas Wennersten is a fee-only financial advisor at 49th Parallel Wealth Management in Vancouver, British Columbia, Canada, who holds the CFA, CFP (Canada) and CFP (U.S.) credentials. Lucas charges a percentage of assets, hourly fees and a one-time planning fee (no asset minimum) and focuses on cross-border (US / Canada), retirement planning and tax planning.
Request an introduction to Lucas →
Specialties
Who they serve
- Cross-border families
- Canadians in the US
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | 49th Parallel Wealth Management |
|---|---|
| Based in | Vancouver, British Columbia, Canada |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Credentials | CFA · CFP (Canada) · CFP (U.S.) |
| Website | 49thparallelwealthmanagement.com |
Request an introduction to Lucas
Tell Lucas a little about what you're looking for. Lucas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lucas
Is Lucas Wennersten a fee-only financial advisor?
Yes. Lucas Wennersten is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Lucas charge for financial advice?
Lucas charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Lucas charge?
According to 49th Parallel Wealth Management's website, checked October 28, 2026: no asset minimum.
Where is Lucas Wennersten based?
Lucas Wennersten is based in Vancouver, British Columbia, Canada.
What does Lucas specialize in?
Lucas's specialties include cross-border (US / Canada), retirement planning, tax planning, equity compensation and founders (pre-exit). Lucas works with cross-border families, Canadians in the US, retirees, pre-retirees and founders.
What credentials does Lucas Wennersten hold?
Lucas Wennersten holds the CFA, CFP (Canada) and CFP (U.S.) credentials.
How do I contact Lucas Wennersten?
Through Lucas's website, 49thparallelwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- 49th Parallel Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.