Luminary Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,412,672
Clients
9
Advisors
1
of 1 employees
About
Luminary Wealth Advisors is a state-registered independent investment adviser that manages about $13.95 million in discretionary client assets across nine relationships. The firm provides continuous, tailored portfolio management together with project-based and ongoing comprehensive financial planning for individuals, high-net-worth individuals, and corporations or other businesses.
The firm primarily practices passive investment management, building diversified portfolios with index mutual funds and ETFs and setting asset allocation targets based on client goals and tax considerations. It manages accounts on a discretionary basis, accommodates client-imposed restrictions in writing, and may engage third‑party managers (TAMPs) to implement specialized allocations.
Notably, Luminary explicitly serves corporate or business clients in addition to individual households, a client type that is uncommon among independent advisers. The adviser’s very small client roster and concentrated assets under management mean most clients receive direct, periodic plan monitoring and reviews; the firm also does not vote client proxies, leaving that responsibility with clients and custodians.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $1,500 to $5,000 depending on complexity; Ongoing Comprehensive Financial Planning includes upfront fee $500-$5,000 plus quarterly flat fees $250-$750
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001+: 0.80% annually
Ongoing Comprehensive Financial Planning flat fee paid quarterly in arrears ranging from $250 to $750 per quarter
Account minimum: $250,000 (may be waived at discretion) Fee-only: Project-Based Financial Planning Fixed Fee $1,500 - $5,000 (negotiable); Ongoing Comprehensive Financial Planning $500 - $5,000 upfront plus $250 - $750 per quarter (flat fee)
Main office
McKinney TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Luminary Wealth Advisors · Luminary Wealth Advisors, LLC
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.
Forms ADV
Quick links
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