Lucy Thompson
Zuraw Financial Advisors · Atlanta, Georgia
Lucy Thompson is a fee-only financial advisor at Zuraw Financial Advisors in Atlanta, Georgia. Zuraw Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Lucy →
Facts
| Firm | Zuraw Financial Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $519.9M across 756 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6994676 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.zurawfinancialadvisors.com |
| Profile |
How Lucy's firm compares
- Zuraw Financial Advisors's average account is about $688,000, from its Form ADV (assets managed divided by 756 accounts).
Request an introduction to Lucy
Tell Lucy a little about what you're looking for. Lucy 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 Lucy
Is Lucy Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucy holds no broker registration, and Zuraw Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucy charge for financial advice?
Lucy's firm, Zuraw Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lucy Thompson based?
Lucy Thompson is based in Atlanta, Georgia.
Is Lucy Thompson registered with the SEC?
Yes. Lucy Thompson is registered as an investment adviser representative in GA (CRD 6994676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zuraw Financial Advisors manage?
Zuraw Financial Advisors reports $519.9M across 756 accounts in assets under management.
How do I contact Lucy Thompson?
Through Lucy's website, www.zurawfinancialadvisors.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
- 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.
See something wrong? Request a correction. Read our methodology.