Firm
Joseph P. Lucia & Associates
Yorktown Heights, New York
Fee-only
Joseph P. Lucia & Associates at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 5 employees and 662 individual clients, 101 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 1,645 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Yorktown Heights, New York |
|---|---|
| Website | luciaandassociates.net |
| Phone | (914) 352-6600 |
Joseph P. Lucia & Associates fees
Joseph P. Lucia & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $388 million |
| Individual clients | 561 |
| High-net-worth clients | 101 |
| Accounts managed | 1,645 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-76540) |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 147625 |