# Lucas Zaba

> Lucas Zaba is a fee-only financial advisor at GoalQuest Advisors in Berwyn, Pennsylvania. Lucas charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $3,000).

Page: https://find.wellspent.co/advisors/lucas-zaba/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GoalQuest Advisors
- **Based in:** Berwyn, Pennsylvania
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $3,000; $200 an hour; 0.75% a year on the first tier of assets managed
- **Assets under management (firm):** $109.1M across 338 accounts
- **CRD:** 8305588 (https://adviserinfo.sec.gov/individual/summary/8305588)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.goalquestadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and GoalQuest Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lucas charge for financial advice?

Lucas charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Lucas charge?

According to GoalQuest Advisors's website, checked October 30, 2026: ongoing planning from $3,000 a year; one-time plans from $3,000; $200 an hour; 0.75% a year on the first tier of assets managed.

### Where is Lucas Zaba based?

Lucas Zaba is based in Berwyn, Pennsylvania.

### Is Lucas Zaba registered with the SEC?

Yes. Lucas Zaba is registered as an investment adviser representative in PA (CRD 8305588), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GoalQuest Advisors manage?

GoalQuest Advisors reports $109.1M across 338 accounts in assets under management.

### How do I contact Lucas Zaba?

Through Lucas's website, www.goalquestadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8305588): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.goalquestadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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