A complete list of active advisors currently associated with Luminary Financial Advisors, LLC

Warmer can help you find a great advisor at Luminary Financial Advisors, LLC or one who fits your needs even better.

Luminary Financial Advisors serves individual clients and provides discretionary portfolio management alongside project-based and ongoing financial planning covering retirement, estate, tax, business planning, insurance, and college‑savings needs. The firm reports approximately $18.9 million in discretionary assets under management and serves 33 clients through a single‑advisor practice. The firm primarily implements passive investment strategies built from index mutual funds and ETFs, emphasizing low turnover and tax efficiency, while also describing the use of fundamental, technical, and cyclical analysis in its research and in evaluating outside managers. Accounts are typically managed on a discretionary basis, and the firm monitors third‑party managers it may recommend as part of its due diligence process. Notably, Luminary does not use percentage‑of‑AUM fees; instead it charges net‑worth‑based flat fees, fixed project fees, and offers subscription‑style ongoing planning arrangements, an approach that differs from most independent peers. The brochure also discloses an institutional relationship with its custodian, Altruist, which provides platform and technology support tied to asset thresholds, and a paid referral arrangement with a lead‑matching service — both items the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Luminary Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.