Lucas Bucl is a CFP-designated registered investment advisor at Aspyre Wealth Partners, based in Overland Park, KS, with 15 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 329 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. If portfolio assets under management are valued at less than $250,000, Aspyre Wealth Partners may impose a minimum annual investment management fee of $3,000.
Fee Estimator
Contact
Lucas Bucl
Location
10000 College Blvd., Suite 260, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aspyre Wealth Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Lucas Bucl has been active in the Financial Planning Association throughout his career. He is currently serving board for the Greater Kansas City chapter as the Director of Public Awareness. He has previously served in various other roles within the organization, including the Programs, Media Relations , and Public Relations committees.