# Lucas Wennersten

> Lucas Wennersten is a fee-only financial advisor at 49th Parallel Wealth Management, LLC in Scottsdale, Arizona, who holds the CFP and CFA 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.

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

## Facts

- **Firm:** 49th Parallel Wealth Management, LLC
- **Based in:** Scottsdale, Arizona
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $9.4M across 20 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Cross-border (US / Canada), Retirement planning, Tax planning, Equity compensation, Founders (pre-exit)
- **Works with:** Cross-border families, Canadians in the US, Retirees, Pre-retirees, Founders, Multi-generational families
- **CRD:** 5413961 (https://adviserinfo.sec.gov/individual/summary/5413961)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 66 (2007), Series 65 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://49thparallelwealthmanagement.com

## Frequently asked questions

### Is Lucas Wennersten a fee-only financial advisor?

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

### 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, LLC's website, checked October 28, 2026: no asset minimum.

### Where is Lucas Wennersten based?

Lucas Wennersten is based in Scottsdale, Arizona.

### 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 CFP and CFA credentials.

### Is Lucas Wennersten registered with the SEC?

Yes. Lucas Wennersten is registered as an investment adviser representative in AZ and TX (CRD 5413961), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does 49th Parallel Wealth Management, LLC manage?

49th Parallel Wealth Management, LLC reports $9.4M across 20 accounts in assets under management.

### How do I contact Lucas Wennersten?

Through Lucas's website, 49thparallelwealthmanagement.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/lucas-wennersten-41108): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://49thparallelwealthmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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