Todd
Hadley
Lucas Group Financial Planners, Inc
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About this Advisor
Todd Hadley is a financial advisor based in Sacramento, California, working with Lucas Group Financial Planners, Inc. Todd has previously held positions at Hadley Tax Consulting, Lucas Group Financial Planners, Inc, Securities Service Network, Inc, and Hadley Insurance Services. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Todd is part of Lucas Group Financial Planners, Inc, which operates out of Sacramento, California. The firm has 1 office and 3 employees. The firm manages assets totaling $327.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lucas Group Financial Planners, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lucas Group Financial Planners, Inc Brokerage Details
$327,737,902
3
1,084
$302,341
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
Hadley Insurance Services
Lucas Group Financial Planners, Inc
Hadley Tax Consulting
Securities Service Network, Inc
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
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
