Todd
Hadley

Lucas Group Financial Planners, Inc

CRD#4107233
Investment Advisor
in Sacramento, CA

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About this Advisor

Todd Hadley is a certified financial planner operating in Sacramento, California with a total of 19 years of relevant experience. Hadley is an advisor for 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 has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Lucas Group Financial Planners, Inc is a financial advisory company based out of Sacramento, CA. It has just five employees. It controls $250 million in total assets between its 786 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 786 customer accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets. Lucas Group Financial Planners, Inc provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees billed by Lucas Group Financial Planners, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1545 River Park Drive Suite 401
Sacramento, CA 95815

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Lucas Group Financial Planners, Inc Brokerage Details

Total Assets Under Management

$250,199,601

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

786

CA Average: 3,727
Average Account Size

$318,320

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Todd Hadley Work History

Todd has been registered as a financial advisor for 19 years.*

2012 - Present (12 years)

Hadley Insurance Services

2004 - Present (20 years)

Lucas Group Financial Planners, Inc

1987 - Present (37 years)

Hadley Tax Consulting

2008 - 2019 (11 years)

Securities Service Network, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Todd Hadley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lucas Group Financial Planners, Inc

Matthew Page
Sacramento, CA
Matthew Jude
Sacramento, CA
Todd Hadley
Sacramento, CA
Gregory Lucas
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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