Todd
Hadley

About this Advisor

Todd Hadley is a certified financial planner who works out of Sacramento, California, who has been in the financial industry for 31 years. Hadley is currently employed by Lucas Group Financial Planners, Inc. During their career, the advisor has held roles at Hadley Tax Consulting, Lucas Group Financial Planners, Inc, Securities Service Network, Inc and Hadley Insurance Services. Hadley maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Lucas Group Financial Planners, Inc is a company that has its headquarters in Sacramento, California. The firm has just five people on staff. It controls $106 million in assets among its 439 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 439 client accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets. Lucas Group Financial Planners, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the type of financial services offered. However, fees billed by Lucas Group Financial Planners, Inc most likely are comprised of any blend of asset-based, hourly, fixed and other fees.