Lucy Valandra
Copper Beech Wealth Management · Mansfield, Massachusetts
Lucy Valandra is a fee-only financial advisor at Copper Beech Wealth Management in Mansfield, Massachusetts, who holds the CFP credential. Lucy charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Copper Beech Wealth Management |
|---|---|
| Based in | Mansfield, Massachusetts |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $78.2M across 211 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7689127 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | copperbeechwealth.com |
| Profile |
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Questions about Lucy
Is Lucy Valandra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucy holds no broker registration, and Copper Beech Wealth Management 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 charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Lucy charge?
According to Copper Beech Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Lucy Valandra based?
Lucy Valandra is based in Mansfield, Massachusetts.
What does Lucy specialize in?
Lucy's specialties include retirement planning. Lucy works with retirees, pre-retirees and mid-life transitions.
What credentials does Lucy Valandra hold?
Lucy Valandra holds the CFP credential.
Is Lucy Valandra registered with the SEC?
Yes. Lucy Valandra is registered as an investment adviser representative in MI (CRD 7689127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Copper Beech Wealth Management manage?
Copper Beech Wealth Management reports $78.2M across 211 accounts in assets under management.
How do I contact Lucy Valandra?
Through Lucy's website, copperbeechwealth.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
- Copper Beech Wealth Management 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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