Lucien Stirling & Gray
Current Austin adviser offering holistic planning and fee-only investment management to households and business owners.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | not verified |
| advice only | not verified |
| hourly | not verified |
| fixed project | not verified |
| ongoing planning | yes |
| investment management | yes |
| management required | not verified |
Fees and minimums
No fee or minimum information has completed review. This does not mean the firm has no minimum cost.
Identity and eligibility
- Firm ID
- firm_lucien_stirling_and_gray
- CRD candidate identifier
- 112641
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- yes
Profile summary
Lucien Stirling & Gray describes fee-only investment management as part of coordinated financial planning. Standalone planning and current public minimums were not verified.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- LSG investment management, firm published, checked 2026-08-09
- LSG Austin office, firm published, checked 2026-08-09
Profile review date: 2026-08-09
Corrections
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