Lucas Group Financial Planners, Inc.

Lucas Group Financial Planners, Inc. (CRD# 130163) is a financial advisory firm headquartered in Sacramento, CA. They manage $41,500,000 in 197 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $210,660
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lucas Group Financial Planners, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Todd R. Hadley
CRD#: 4107233
1545 River Park Drive, Suite 401, Sacramento, CA 95815
96
Wealthminder
score

Todd Hadley (CRD# 4107233) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has over 16 years of experience in the finance industry. Todd Hadley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory A. Lucas
CRD#: 712957
1545 River Park Drive, Suite 401, Sacramento, CA 95815
86
Wealthminder
score

Gregory Lucas (CRD# 712957) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has over 23 years of experience in the finance industry. Gregory Lucas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew M. Page
CRD#: 3166601
1545 River Park Drive,, Suite 401, Sacramento, CA 95815
84
Wealthminder
score

Matthew Page (CRD# 3166601) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has over 13 years of experience in the finance industry. Matthew Page has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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