Luke Financial Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Luke Financial Company provides personalized financial planning, consulting, and discretionary portfolio management primarily for individual clients, delivering written financial plans (fixed or hourly) and ongoing asset-management services. The firm also conducts educational seminars and workshops and operates on a fee-based model while custodial relationships remain with third‑party custodians.
Investment programs are implemented under discretionary authority and guided by client-specific investment policy statements, with analysis that includes fundamental, technical, and cyclical methods and regular portfolio reviews. The firm’s brochure discloses that client accounts may use margin borrowing and engage in derivatives strategies—examples discussed include covered option writing and exposure via leveraged (3x) ETFs—and it describes the attendant material risks of those approaches.
Noteworthy distinctions include that the managing member is separately licensed as an insurance agent and spends a majority of professional time in that insurance practice, occasionally offering commissionable insurance products that the firm discloses as a potential conflict of interest. The firm is small in scale (about $4.5 million in discretionary AUM, a single advisor and roughly 50 clients) and its brochure discloses that the managing member filed a Chapter 7 bankruptcy petition in February 2026.
Client services
Expertise
Fee options
Negotiable fixed fee ranging from $250 to $10,000
2.00% annually
$250 per hour
Main office
6860 N Dallas Parkway, Suite 200
Plano TX 75024
Advisors at this office
1
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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