A complete list of active advisors currently associated with Luminescent Wealth Management, Inc.

Warmer can help you find a great advisor at Luminescent Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Luminescent Wealth Management, Inc., 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.