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Lukas Total Wealth

Updated today

Client AUM

$100,131,165

Clients

381

Advisors

6

of 6 employees

About

Lukas Total Wealth advises individual and high‑net‑worth clients and reports a particular focus on those who are retired or approaching retirement. The firm offers financial planning and ongoing portfolio management, sells fixed insurance products (including life insurance and annuities), conducts consulting and educational seminars (for example on Social Security), and may refer client assets to third‑party sub‑advisers for model implementation.

The firm emphasizes Tactical Asset Management and uses tactical, dynamic and strategic model styles (with sub‑styles such as growth, value, dividend and ESG) to address sequence‑of‑returns risk for retirees. Implementation is typically through mutual funds, ETFs and fixed‑income securities and is carried out via discretionary model platforms and sub‑advisers selected by the firm.

Notable distinctions include a disclosed 2016 administrative order tied to prior account paperwork practices and advice to fund an indexed annuity, after which the firm reports it implemented controls; this kind of disclosure is uncommon among peers. Lukas Total Wealth also derives material compensation from commission‑based insurance sales (and offers non‑standard product sales such as semi‑numismatic coins) and makes an online cash management solution available, all of which the firm discloses as potential conflicts it manages through documentation and client disclosure.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Annuities General tax planning

Demographic focus

Approaching retirement

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Fee options

Fixed

Fixed project-based fees for financial planning, based on estimated hours

Percentage

$0 - $1,000,000: 1.95% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% $15,000,001 - $20,000,000: 0.30% $20,000,001 - $25,000,000: 0.25% $25,000,001 - $50,000,000: 0.20% $50,000,000+: 0.10%

Commissions

Commissions from sale of insurance products range from 1% to 10.5%; commissions on sale of pre-1933 U.S. gold and silver coins

Project-based

Hourly consulting fee between $100 and $300 per hour

Subscriptions

$12 per month technology fee plus 0.10% annual admin/service fee on Flourish Cash accounts

Other

Fee-only: Hourly fee between $100 and $300 per hour; fixed project fees based on estimated hours; waived if client not satisfied

Main office

9792 Maumelle Blvd

North Little Rock AR 72113

Advisors at this office

6

Most active in

Arkansas · Louisiana · Texas

Also doing business as

David Lukas Financial · Infinite Financial Solutions, LLC · Lukas Total Wealth

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott S

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Scott Starkel is a financial advisor at Lukas Total Wealth in North Little Rock, AR, holding Series 63 and Series 65 licenses with eight years of industry experience. His career includes roles at David Lukas Financial, Northwestern Mutual Investment Services LLC, and several other firms since 2016. Lukas Total Wealth advises individual and high-net-worth clients, focusing on those who are retired or nearing retirement. The firm provides financial planning and portfolio management, utilizes Tactical Asset Management strategies, and implements diversified model styles to address retirees' sequence-of-returns risk.

Retirement income strategy Annuities General tax planning Approaching retirement
user avatar

Nicole N

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Nicole Neely is a financial advisor at Lukas Total Wealth with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously with Northwestern Mutual Investment Services, LLC, Nathan Kinard, LPL Financial LLC, and GenWealth Financial Advisors. Lukas Total Wealth advises individual and high-net-worth clients, focusing on those retired or nearing retirement. The firm provides financial planning, portfolio management, and educational seminars, using tactical asset management strategies implemented through mutual funds, ETFs, and fixed-income securities.

Retirement income strategy Annuities General tax planning Approaching retirement
user avatar

Austin B

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Austin Boots is a financial advisor at Lukas Total Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Mass Mutual Investors Services and New York Life Insurance Company. Outside of his advisory role, he is the president and owner of Boots Family LLC. Lukas Total Wealth serves individual and high-net-worth clients, particularly those who are retired or nearing retirement. The firm emphasizes Tactical Asset Management using a combination of tactical, dynamic, and strategic models to address sequence-of-returns risk, implementing portfolios primarily through mutual funds, ETFs, and fixed-income securities.

Retirement income strategy Annuities General tax planning Approaching retirement
user avatar

Christopher G

CFA®, Series 63

North Little Rock, AR

Lukas Total Wealth

Christopher Glancy is a financial advisor at Lukas Total Wealth with CFA® and Series 63 credentials. He has a total of 11 years of industry experience, including nine years at Frost PLLC and one year at AXPM prior to joining Lukas Total Wealth. Lukas Total Wealth serves individual and high-net-worth clients, particularly those retired or nearing retirement, offering financial planning, portfolio management, and educational seminars. The firm employs Tactical Asset Management using various model styles and implements strategies through mutual funds, ETFs, and fixed-income securities.

Retirement income strategy Annuities General tax planning Approaching retirement
user avatar

Devon A

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Devon Alpe is a financial advisor at Lukas Total Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Infinite Financial Solutions, LLC, Northwestern Mutual Wealth Management Company, and Mackenzie Barnes. Lukas Total Wealth serves individual and high-net-worth clients, particularly those retired or nearing retirement, offering financial planning, portfolio management, and educational seminars on topics such as Social Security. The firm employs Tactical Asset Management with a variety of strategic and dynamic investment models, typically implemented through mutual funds, ETFs, and fixed-income securities.

Retirement income strategy Annuities General tax planning Approaching retirement
user avatar

David L

Series 65

North Little Rock, AR

Lukas Total Wealth

David Lukas is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding a Series 65 designation and 11 years of industry experience. He has operated David Lukas Financial since 2012. Outside of advisory work, he owns businesses involved in fixed annuity sales, radio marketing, and tax preparation services. Lukas Total Wealth serves individual and high-net-worth clients, focusing on those retired or nearing retirement. The firm provides financial planning, portfolio management, and educational seminars, employing tactical asset management strategies implemented through mutual funds, ETFs, and fixed-income securities.

Retirement income strategy Annuities General tax planning Approaching retirement
View complete list of advisors at this firm
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