Advisor at Luminescent Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Luminescent Wealth Management, Inc.
Location
Phoenix, AZ
Credentials
CFP®, PFS™, Series 65
Industry experience
21 years
Based on Luminescent Wealth Management, Inc.
Based on Luminescent Wealth Management, Inc.
$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%
Hourly financial planning fees ranging from $500 to $800 per hour
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.
Phoenix, AZ
Arizona
Luminescent Wealth Management, Inc.
2025 - Present (1 year)
Tarbox Family Office
2019 - 2025 (6 years)
Versant Capital Management
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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