you don't need an extra lfo, but you might want one - modulation is probably one of the most important things in modular - decide if you want sync/reset or free running lfos
personally I would add a matrix mixer instead of another modulation source in this size case - very useful for combining modulation sources - and can also be used for feedback mixing, amongst other things
fx aid xl seems to be the best bang for buck multi fx module - more modulation, more effects and less cramped than a lot of the competition
incomplete power means no one tested and noted the power consumption in modulargrid - it maybe available on the nlc website though - or not, you should be ok as long as you leave enough headroom - 20-30% or so overall - I always use 10mA per rail per hp as an upper guide - it is probably less than that - this is one of the reasons why it is better to design the case around the modules rather than trying to fit modules into a case!
replace the intellijel quad vca with veils - saves 2hp
the tritone is probably superfluous - you have filters! - if you want this much control I'd consider dropping this and one of the filters and getting mutable shelves instead
probably not enough mixing capabilities - for submixing pre filter, final stage mixing etc - I'm guessing final stage is external
not enough in the way of utitlties in general in my opinion - I'd remove the mult and doepfer a118 and replace with mutable links and kinks - and add a shades - or at least their functionality - read the manuals carefully
you may not need the adsr - most people use simpler envelopes - unless they are specifically using a keyboard to play
how are you sequencing/playing v/oct? - depending on this you may not need the quantizer - or you may need a sequencer!
I'd consider a disting (mk4 or ex) as it will be useful working out what functionality you need
I would go very slowly adding only a few modules to start with and then expand as you feel you are missing things - try to make sure that you know modules fully before buying new ones!
"some of the best base-level info to remember can be found in Jim's sigfile" @Lugia
Utility modules are the dull polish that makes the shiny modules actually shine!!!
sound sources < sound modifiers < modulation sources < utilities