Luminescent Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Luminescent Wealth Management is a fee‑only advisory firm that provides financial planning and ongoing wealth management to individuals, families, trusts, estates, charitable organizations and business entities. The firm reports approximately $127.4 million in discretionary assets under management across about 56 client relationships and typically requires a $2 million minimum account, indicating a focus on larger portfolios rather than smaller retail accounts.
Investment advice is delivered through tailored wealth management and financial planning engagements, with compensation principally by percentage of assets under management or by hourly/annual planning fees. Portfolios are constructed using fundamental analysis and may include individual equities, bonds, mutual funds, ETFs and interval funds; the firm can manage accounts on a discretionary or nondiscretionary basis and may retain third‑party sub‑advisers when appropriate.
What distinguishes the firm is its embedded tax and accounting expertise: the firm’s principal holds a CPA and a Master of Taxation and maintains advanced professional credentials (CFP, PFS, AEP, CAP), and the firm describes that expertise as integrated into its advisory work while not operating a separate public accounting practice. The firm’s small advisory team and concentrated client base, together with the recent addition of custody via third‑party money movement, make its operating profile different from many peers.
Client services
Expertise
Demographic focus
Fee options
Financial planning annual fixed fees typically range from $20,000 to $40,000.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.30%
Financial planning hourly fees range from $500 to $800 per hour.
Account minimum: $2,000,000 Fee-only: Financial planning fees charged on hourly basis from $500 to $800 per hour, or as an annual fixed fee typically ranging from $20,000 to $40,000.
Main office
16427 North Scottsdale Road, Suite 410
Scottsdale AZ 85254
Advisors at this office
2
Most active in
Arizona · Tennessee
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Trevor S
CFP®, Series 65
Scottsdale, AZ
Luminescent Wealth Management, Inc.
Trevor Scheid is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He is currently with Luminescent Wealth Management, Inc. in Scottsdale, AZ, having joined in 2025 after roles at Tarbox Family Office and Versant Capital Management. Luminescent Wealth Management is a fee-only firm serving individuals, families, trusts, estates, charitable organizations, and business entities, focusing on larger portfolios with a typical account minimum of $2 million. The firm combines tailored wealth management and financial planning with an approach that integrates tax and accounting expertise through its principal’s advanced credentials.
Erin I
CFP®, PFS™, Series 65
Scottsdale, AZ
Luminescent Wealth Management, Inc.
Erin Itkoe is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She is currently with Luminescent Wealth Management, Inc. and has held prior roles at Tarbox Family Office, Versant Capital Management, GFO Advisory Services, LLC, and Inlign Wealth Management, LLC. Outside of her advisory work, she serves as a committee member of the AICPA Personal Financial Planning Executive Committee and is active on the auxiliary board of the Fresh Start Women’s Foundation, in addition to chairing a tax and legal seminar planning committee for local philanthropic organizations. Luminescent Wealth Management is a fee-only advisory firm serving individuals, families, trusts, estates, charitable organizations, and business entities, focusing on larger portfolios. The firm integrates tax and accounting expertise into its wealth management and financial planning services and manages approximately $127.4 million in discretionary assets.
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