Scott Lucas
Scott Lucas is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Greensburg, PA, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.
Fee Estimator
Location
Greensburg, PA
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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 ActivitiesSells Insurance
Scott is the owner/president of Lucas Wealth Management, LLC DBA Lucas Wealth and Insurance Planning, where he focuses on Medicare insurance consulting and sales, dedicating about half his time. He is also a Managing Partner and Wealth Advisor at Firm Foundations Financial Group, LLC, spending about a quarter of his time providing investment and financial advice to clients.
Employment History
Current Registrations
Creative Financial Designs, INC.
Previous Registrations
Beacon Wealth Consultants, INC.
Touchstone Capital, INC.
Commonwealth Financial NetworkBroker
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
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