
Phone
(949) 520-0776
State
California
Area of Expertise
Cryptocurrency, Investment Planning, Retirement Planning, Budgeting/Cash Flow, Employee Benefits, Education Planning, Review/Guidance for DIYers, Career Change, Sabbatical Planning
Typical Clients
Young Professionals, Mid-Career Professionals, Gen Z, Gen Y/Millennials, Gen X, Military & Veterans
Lucas Karnes
Hi, I am Lucas Karnes, financial planner at Aceryx Financial, an advice-only financial planning firm that works with veterans and professionals in the aerospace and defense technology industries. As a former U.S. Air Force pilot, I understand the unique challenges and decisions that come with fast-paced, high-responsibility careers — both during and after military service.
At Aceryx as proud members of AdviceOnly, we provide flat fee, conflict-free advice with no product sales, no commissions, and no asset minimums — just personalized planning that aligns with your values and goals. From navigating career transitions to making the most of employee compensation plans to preparing for long-term financial security, I’m here to support you every step of the way.
I hold an MBA and a Series 65 license, and I believe that financial advice should always be clear, objective, and built around what matters most to you.
Advice with Integrity. Plan with Strategy. Support through Accountability.


Phone
(949) 520-0776
State
California
Area of Expertise
Cryptocurrency, Investment Planning, Retirement Planning, Budgeting/Cash Flow, Employee Benefits, Education Planning, Review/Guidance for DIYers, Career Change, Sabbatical Planning
Typical Clients
Young Professionals, Mid-Career Professionals, Gen Z, Gen Y/Millennials, Gen X, Military & Veterans
Lucas Karnes
Hi, I am Lucas Karnes, financial planner at Aceryx Financial, an advice-only financial planning firm that works with veterans and professionals in the aerospace and defense technology industries. As a former U.S. Air Force pilot, I understand the unique challenges and decisions that come with fast-paced, high-responsibility careers — both during and after military service.
At Aceryx as proud members of AdviceOnly, we provide flat fee, conflict-free advice with no product sales, no commissions, and no asset minimums — just personalized planning that aligns with your values and goals. From navigating career transitions to making the most of employee compensation plans to preparing for long-term financial security, I’m here to support you every step of the way.
I hold an MBA and a Series 65 license, and I believe that financial advice should always be clear, objective, and built around what matters most to you.
Advice with Integrity. Plan with Strategy. Support through Accountability.


Phone
(949) 520-0776
State
California
Area of Expertise
Cryptocurrency, Investment Planning, Retirement Planning, Budgeting/Cash Flow, Employee Benefits, Education Planning, Review/Guidance for DIYers, Career Change, Sabbatical Planning
Typical Clients
Young Professionals, Mid-Career Professionals, Gen Z, Gen Y/Millennials, Gen X, Military & Veterans
Lucas Karnes
Hi, I am Lucas Karnes, financial planner at Aceryx Financial, an advice-only financial planning firm that works with veterans and professionals in the aerospace and defense technology industries. As a former U.S. Air Force pilot, I understand the unique challenges and decisions that come with fast-paced, high-responsibility careers — both during and after military service.
At Aceryx as proud members of AdviceOnly, we provide flat fee, conflict-free advice with no product sales, no commissions, and no asset minimums — just personalized planning that aligns with your values and goals. From navigating career transitions to making the most of employee compensation plans to preparing for long-term financial security, I’m here to support you every step of the way.
I hold an MBA and a Series 65 license, and I believe that financial advice should always be clear, objective, and built around what matters most to you.
Advice with Integrity. Plan with Strategy. Support through Accountability.
