A complete list of active advisors currently associated with Luminous Wealth, LLC

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

Luminous Wealth provides discretionary asset management and financial planning services to individuals and high‑net‑worth clients, and also works with qualified retirement plans, donor‑advised accounts, and variable annuity/variable life products. The firm offers ERISA plan services and can act as a 3(38) investment manager for qualified retirement plans, taking on selection and monitoring responsibilities for plan investment options. Portfolios are constructed to reflect each client’s goals, time horizon and risk tolerance, using fundamental analysis and Modern Portfolio Theory, with ongoing monitoring and the ability for clients to impose investment restrictions. For financial planning and consulting, the firm uses non‑asset‑based billing options — providing both hourly and fixed‑fee engagements and delivering written plans and periodic updates. Compared with many small advisers, Luminous’s combination of individual portfolio management, donor‑advised account oversight, and formal pension consulting (3(38) services) is a distinctive mix of offerings. The firm does not act as a private‑fund adviser and typically applies an account minimum that may be lowered or waived in certain circumstances.

To learn more about the advisors currently working at Luminous Wealth, LLC, 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
Timmy Baker	Jupiter, FL	23

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