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 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.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

31 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

Disclosures

No

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

$105,754,156

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

5

CA Average: 43
Total Number of Accounts

439

CA Average: 3,727
Average Account Size

$240,898

CA Average: $2,033,427

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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 31 years of experience.

2012 - Present (7 years)

Hadley Insurance Services

2008 - Present (11 years)

Securities Service Network, Inc

2004 - Present (15 years)

Lucas Group Financial Planners, Inc

1987 - Present (32 years)

Hadley Tax Consulting

Disclosures

Todd Hadley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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