# Lucien Sanchez

> Lucien Sanchez is a fee-only financial advisor at Wealth Management Services in Sarasota, Florida. Wealth Management Services reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lucien-sanchez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Management Services
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $4.2M across 17 accounts
- **CRD:** 2698092 (https://adviserinfo.sec.gov/individual/summary/2698092)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1996), Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Lucien Sanchez a fee-only financial advisor?

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

### How does Lucien charge for financial advice?

Lucien's firm, Wealth Management Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Lucien Sanchez based?

Lucien Sanchez is based in Sarasota, Florida.

### Is Lucien Sanchez registered with the SEC?

Yes. Lucien Sanchez is registered as an investment adviser representative in FL (CRD 2698092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Wealth Management Services manage?

Wealth Management Services reports $4.2M across 17 accounts in assets under management.

### How do I contact Lucien Sanchez?

Contact details aren't on file yet. Search for Wealth Management Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2698092): 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

---

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