Lucas Zaba
GoalQuest Advisors · Berwyn, Pennsylvania
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).
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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 | $109.1M across 338 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8305588 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.goalquestadvisors.com |
How Lucas's firm compares
- Ongoing planning starts at $3,000 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- The hourly rate is $200, below the Pennsylvania median of $250 for fee-only firms that publish prices.
- GoalQuest Advisors's average account is about $323,000, from its Form ADV (assets managed divided by 338 accounts).
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Questions about Lucas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- GoalQuest Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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