Luminvest Wealth Management - Financial Advisory Firm in Scottsdale, AZ

VETTED

Tel: 480-702-1143 9375 E Shea Blvd., Suite 100 Scottsdale, AZ 85260

Independent, Comprehensive Wealth Planning

About Luminvest Wealth Management

Get personalized, tax-focused financial planning in-person or from the convenience of your home.

See Disclosures

General Information

No. of Employees:

5-9 Employees

Name of Custodial Firm:

Schwab, Altruist

States Licensed in:

All (SEC)

Communities served:

All areas. I have clients all over the country.

Number of Years with Current Firm:

Work with the following types of clients:

Non-Profit Organizations, Individual Investors

Foreign Languages Serviced:

Spanish, Portuguese

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Wealth Management

Services

Investment Types:

Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Your Office, Email, Phone, Our Office, Your Home, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets:

.25%

Minimum Fee Charged for Managed Accounts:

$2500

Minimum Fee Charged for Hourly Planning Accounts:

$500

Firm Information

Firm's Number of Clients:

100

Firm's Number of Planning Clients:

100

Firm's Number of Managed Clients:

100

Assets Managed by Firm:

$400,000,000

Advisor's Number of Clients:

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Total Assets Under Management by Advisor:

$400,000,000.00

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891536/wiseradvisor-luminvest-wealth-management-detailed-disclosure.html

Firm CRD# 326261

Office Hours

Monday8:00 AM - 5:00 PM

Tuesday8:00 AM - 5:00 PM

Wednesday8:00 AM - 5:00 PM

Thursday8:00 AM - 5:00 PM

Friday8:00 AM - 5:00 PM

Social Network

Research This Advisor

Talk to an AdvisorFINRA/SEC Registered Advisors

Your Information is Safe and Secure