Advisor at Washburn Asset Management LLC
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
Washburn Asset Management LLC
Location
Amherst, OH
Credentials
Series 66
Industry experience
13 years
Luke Washburn is a financial advisor at Washburn Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Washburn also served in the United States Army Reserve for over 20 years. Outside of advising, he performs intermittent freelance work as a trumpet player. Washburn Asset Management LLC is an independent, single-adviser firm that provides comprehensive financial planning and portfolio management to individuals and high-net-worth clients. The firm employs an active management approach focusing on selected individual equities complemented by mutual funds, ETFs, and option strategies to manage risk, and offers periodic educational workshops on personal finance and investing.
Based on Washburn Asset Management LLC
Based on Washburn Asset Management LLC
Quarterly retainer fee of $250 for ongoing financial planning assistance after plan delivery
$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.80% annually $1,000,000 - $2,999,999: 0.65% annually $3,000,000+: 0.55% annually
$150 per hour for financial planning services
Retainer fee of $250 per quarter for ongoing financial planning assistance
Fee-only: Financial planning hourly fee of $150/hour; retainer fee of $250 per quarter for ongoing planning assistance
Amherst, OH
Ohio
Washburn Asset Management LLC
2019 - Present (7 years)
Ameriprise Financial Services, Inc.
2015 - 2019 (4 years)
United States Army Reserve
2002 - 2023 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Lorain, OH
NextGen Wealth Defense LLC
CFP®, Series 63, Series 65
Avon Lake, OH
Ville Wealth Management
Series 66
Avon, OH
Right Investment Team LLC
PFS™
Westlake, OH
Athletes Financial Advisers, LLC
CFP®, Series 66
Westlake, OH
Cleveland Retirement Planning LLC
CFP®
Avon Lake, OH
Intera Financial Planners LLC
To whom much is given, much will be expected. Liz Griffiths applies this philosophy to her life and her life's work as a holistic and certified advisor. Liz has been given much - a good family, true friendships and many trials and tribulations throughout her life - yes, you heard it right, trials and tribulations. From them springs Liz's desire to help others prepare for theirs. She combines her natural leadership and organizational abilities with her significant experience in problem solving to work alongside her clients. Liz helps them to understand, organize and manage their personal and financial lives and legacies - the greatest gift they can give themselves and their families. Liz an Italian, German and Irish gal, loves to entertain family and friends at home with her husband Michael. They love her cooking and baking - especially her meatballs and apple pies and they always go home with a take- home package of their favorite meal goodies. In keeping with her philosophy, To those who have been given much, much is expected, Liz has a take home gift for you . . . her mom’s famous chocolate chip cookie recipe. Just call or email her for a copy!
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")