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Luminescent Wealth Management, Inc.

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Client assets under management

$126,835,397

Clients

56

50% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

28

Low

Average account size

$2,264,918

About

Luminescent Wealth Management provides fee‑only financial planning and ongoing wealth management services to individuals, families, trusts, estates, charitable organizations and business entities, typically working with clients who meet its $2 million account minimum. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and may engage or recommend third‑party sub‑advisers to manage portions of client assets.

Investment decisions are grounded in fundamental analysis and tailored to each client’s objectives, risk tolerance and time horizon; portfolios can include individual equities, bonds, no‑load or load‑waived mutual funds, ETFs and interval funds. The firm acts as a fiduciary, conducts quarterly reviews, monitors accounts on an ongoing basis, and performs due diligence when selecting sub‑advisers.

What is distinctive about the firm is the prominence of tax and accounting expertise within its advisory team: the president is a licensed CPA with multiple advanced planning credentials (CFP®, PFS, AEP®, CAP®), and the brochure emphasizes integration of tax, estate and philanthropic planning into advice. Compared with many peers, Luminescent operates with a small advisory team and relatively high account minimums, indicating a focus on larger or more complex household and institutional relationships rather than mass‑market retail clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Charitable giving & philanthropy

Occupation focus

Executive

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Fee options

Percentage

$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.50% $20,000,000+: 0.30%

Project-based

Hourly financial planning fees ranging from $500 to $800 per hour

Other

Account minimum: $2,000,000 Minimum fee: Financial planning annual fixed fee typically ranging from $20,000 to $40,000 Fee-only: Strictly fee-only financial planning and investment management; no commissions accepted.

Main office location

Luminescent Wealth Management, Inc.

16427 North Scottsdale Road, Suite 410

Scottsdale AZ 85254, United States

Number of offices

3

Most active in

More info

Arizona · Tennessee

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (602) 838-8870

Advisors at this firm

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user avatar

Trevor S

CFP®, Series 65

Scottsdale, AZ

Luminescent Wealth Management, Inc.

Trevor Scheid is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Luminescent Wealth Management, Inc. since 2025 and previously spent six years at Tarbox Family Office and five years at Versant Capital Management. Luminescent Wealth Management provides fee-only financial planning and wealth management services primarily to high-net-worth individuals, families, and institutions. The firm emphasizes fundamental analysis and tailored portfolios, integrating tax, estate, and philanthropic planning through a small advisory team that includes licensed CPAs and advanced planning professionals.

General retirement planning Charitable giving & philanthropy Executive
user avatar

Erin I

CFP®, PFS™, Series 65

Phoenix, AZ

Luminescent Wealth Management, Inc.

Erin Itkoe is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She currently works at Luminescent Wealth Management, Inc. in Phoenix, AZ, having previously been at Tarbox Family Office and Versant Capital Management. Erin serves as an executive committee member of the AICPA Personal Financial Planning Executive Committee, chairs the PFP Champions Task Force, and holds leadership roles in several nonprofit and community organizations in the Phoenix area. Luminescent Wealth Management provides fee-only financial planning and wealth management services primarily to high-net-worth individuals, families, and institutions. The firm emphasizes integration of tax, estate, and philanthropic planning with investment management, tailoring portfolios based on fundamental analysis and individual client objectives.

General retirement planning Charitable giving & philanthropy Executive
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