Illumint
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Illumint focuses on Millennials and Gen Z individuals and young families, providing comprehensive annual financial planning, project-based engagements, hourly consultations, and investment advice tailored to near-term life decisions such as housing, student loans, child expenses, inheritance, and education funding. The firm emphasizes fee-for-service planning and states it does not accept commission-based compensation, making its services available to clients across income and account-size levels.
The firm generally follows a passive investment philosophy, favoring index mutual funds and ETFs and, when investment management is requested, implements portfolios through a third‑party custodian/manager (Altruist) while providing non-discretionary advice. Illumint structures planning around an annual cadence with ongoing email and brief phone support and limits its investment recommendations to common securities such as stocks, bonds, mutual funds, and ETFs.
Noteworthy for a solo, small advisory practice, Illumint actively offers public speaking and educational seminars for groups (including pro‑bono events) tailored to new couples and young families, in addition to one‑on‑one planning services. The firm also highlights a strict fiduciary standard, a policy of not taking custody of client assets, and reported no assets under management as of its last filing, reflecting a planner‑centric model rather than a traditional asset‑management focus.
Client services
Expertise
Demographic focus
Fee options
Project-based fixed, flat-rate financial planning sessions starting at $1,499 per issue; comprehensive planning fees structured as fixed payments totaling up to $11,998
Hourly advisory services at $550 per hour, negotiable
Minimum fee: Minimum investment advisory fee of $1,275 per quarter Fee-only: Comprehensive financial planning fees starting at $2,700 initial payment plus $1,600 during implementation; project-based fees start at $1,499 per project; hourly advisory fee $550 per hour
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia
Also doing business as
Illumint · Illumint Financial Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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