A complete list of active advisors currently associated with Luminary Financial Planning
Warmer can help you find a great advisor at Luminary Financial Planning or one who fits your needs even better.
Luminary Financial Planning provides investment advisory services and one-time financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities. The firm prepares individualized Investment Policy Statements and offers ongoing portfolio management alongside planning on retirement, tax, college, insurance, and debt/credit issues. The firm manages client accounts on a strictly non-discretionary basis, accepting and entering trades only with client authorization—an arrangement the brochure notes and that is uncommon among independent advisory firms. Its investment process uses fundamental analysis and modern portfolio theory with a long-term trading approach, typically implementing allocations in mutual funds, ETFs, equities, fixed income, and certain insurance products. Distinctive operational features include $26.75 million reported as non-discretionary assets under management and a requirement that clients use specified custodians/broker-dealers for trade execution. The firm takes limited custody only to deduct fees, does not accept performance-based fees, and discloses potential receipt of soft-dollar research or services that could influence broker selection.
To learn more about the advisors currently working at Luminary Financial Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Modesto, CA
| 17
|
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