Luesink Stenstrom Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals — including high‑net‑worth clients — as well as families, trusts and small businesses, offering holistic financial life planning, financial transition planning, and ongoing wealth management. Engagements range from fixed‑scope planning projects to discretionary portfolio management and implementation support coordinated with clients’ other advisors.
The firm’s process emphasizes integrated planning that addresses both the technical and personal sides of money, with a structured, multi‑meeting approach to life transitions in which advisors act as a thinking partner. Investment management combines index‑based and active strategies with diversified asset allocations that can include commodities, gold and real estate, periodic rebalancing, tax‑aware considerations, and the selective use of third‑party research and sub‑advisors.
Noteworthy aspects include formal training and certification in financial transition work (Certified Financial Transitionist and related credentials) and a dedicated coaching program for women navigating major life changes, with the firm willing to accept clients for transition‑only engagements. The firm operates with a small advisor team and a relatively limited client roster, and offers a mix of fixed‑fee planning, subscription wealth services, and traditional AUM‑based management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for financial planning up to $8,000 minimum; minimum fee for limited scope advisory $2,500
$0 - $1,000,000: 1.0% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001+: 0.60% per year
Up to $700 per hour for financial planning and hourly option for wealth management
Wealth management subscription service minimum $2,000 per quarter
Account minimum: $10,000 Minimum fee: Minimum annual fee for investment management is $10,000 ($2,500 per quarter) Fee-only: Fixed fee for financial planning up to $8,000 minimum; hourly fees up to $700 per hour; wealth management subscription minimum $2,000 per quarter
Main office
475 Park Avenue South, Suite 2100
New York NY 10016
Advisors at this office
2
Most active in
New York
Also doing business as
Anja Luesink · Luesink Financial Planning · Luesink Financial Planning LLC · Luesink Stenstrom Financial
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.
Advisors at this firm
Clare S
Series 65
New York, NY
Luesink Stenstrom Financial
Clare Stenstrom is a Series 65-licensed financial advisor with five years of industry experience. She is currently with Verdence Capital Advisors LLC and was previously with Luesink Stenstrom Financial LLC for 12 years. Outside of advising, she is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, providing comprehensive financial life planning, transition planning, and wealth management. The firm employs an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies tailored to clients’ specific needs.
Anja L
CFP®, Series 65
New York, NY
Luesink Stenstrom Financial
Anja Luesink is a CFP®-certified financial advisor with five years of industry experience. She has worked at Verdence Capital Advisors LLC since 2026 and was previously with Luesink Stenstrom Financial from 2014 to 2026. Luesink Stenstrom Financial serves individuals, families, trusts, and small businesses, offering holistic financial life planning, financial transition planning, and wealth management. The firm uses an integrated planning process addressing both technical and personal financial aspects, combining index-based and active investment strategies with diversified asset allocations and tax-aware considerations.
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