Mark Ward
Lucien, Stirling & Gray Advisory Group · Austin, Texas
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.
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Specialties
Who they serve
- Retirees
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 |
| Assets under management | $146.6M across 574 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 3248303 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lsggroup.com |
| Profile |
How Mark's firm compares
- Lucien, Stirling & Gray Advisory Group's average account is about $255,000, from its Form ADV (assets managed divided by 574 accounts).
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Questions about Mark
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.
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
- Lucien, Stirling & Gray Advisory Group 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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