Eric Davis is a CFP-designated registered investment advisor at Lucid Financial Planning, based in Nederland, CO, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are negotiable. If outside managers are utilized, their fees (typically 0.20% to 1.00%) are separate and in addition to Lucid Financial Planning's fee.
Fee Estimator
Location
Nederland, CO
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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 →Other Business Activities
Eric serves on the Board of Advisors for The Synergy Company, a natural supplements and nutraceuticals company, since 2023. His compensation could equate to over 10% of his total annual compensation.
Employment History
Current Registrations
Lucid Financial Planning
Previous Registrations
Bsw 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.