# Mark Ward

> Mark Ward is a fee-only financial advisor at Lucien, Stirling & Gray Advisory Group in Austin, Texas, who holds the CFP and ChFC credentials. Mark focuses on retirement planning, estate & legacy planning and tax planning. Lucien, Stirling & Gray Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lucien, Stirling & Gray Advisory Group
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $146.6M across 574 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Retirees
- **CRD:** 3248303 (https://adviserinfo.sec.gov/individual/summary/3248303)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1999), Series 65 (2002)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.lsggroup.com

## Frequently asked questions

### Is Mark Ward a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Lucien, Stirling & Gray Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Lucien, Stirling & Gray Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Ward based?

Mark Ward is based in Austin, Texas.

### What does Mark specialize in?

Mark's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Mark works with retirees.

### What credentials does Mark Ward hold?

Mark Ward holds the CFP and ChFC credentials.

### Is Mark Ward registered with the SEC?

Yes. Mark Ward is registered as an investment adviser representative in TX (CRD 3248303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lucien, Stirling & Gray Advisory Group manage?

Lucien, Stirling & Gray Advisory Group reports $146.6M across 574 accounts in assets under management.

### How do I contact Mark Ward?

Through Mark's website, www.lsggroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3248303): 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.lsggroup.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.