Advisor at The Professional Financial Company 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
The Professional Financial Company LLC
Location
Orem, UT 84057
Credentials
Series 65
Industry experience
1 year
Luke Wonnacott is a Series 65-licensed advisor with The Professional Financial Company LLC in Orem, UT, and has one year of industry experience. His prior roles include positions at Rise Wealth Management, Arnold Financial Services, and various non-financial organizations such as the Church of Jesus Christ of Latter-day Saints and Nothing Bundt Cake. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a written Investment Policy Statement for each client and employs fundamental and quantitative analysis alongside modern portfolio theory to manage accounts on a discretionary basis.
Based on The Professional Financial Company LLC
Financial planning fees range from $500 to $25,000 depending on complexity
$0 - $800,000: 1.5% (150 bps) $800,001 - $5,000,000: 1.0% (100 bps) $5,000,001 - $20,000,000: 0.75% (75 bps) $20,000,001+: 0.50% (50 bps)
Account minimum: $800,000
384 W Center St
Orem, UT 84057
Texas · Utah
Rise Wealth Management
2024 - 2024 (1 year)
Arnold Financial Services
2024 - 2024 (1 year)
The Professional Financial Company LLC
2024 - Present (2 years)
Church of Jesus Christ of Latter-day saints
2023 - 2024 (1 year)
Clark Trees
2023 - 2024 (1 year)
Church of Jesus Christ of Latter-day saints
2021 - 2023 (2 years)
Nothing Bundt Cake
2019 - 2021 (2 years)
Sam Soccer
2017 - 2018 (1 year)
Montgomery County Public Schools
2015 - 2017 (2 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.
CFP®, Series 65
Lehi, UT
Tech Wealth, LLC
Series 65
Lehi, UT
Premier Choice Wealth Advisors, LLC
Series 65
Provo, UT
Ethical Capital
Series 65
Lehi, UT
C.S Wealth LLC
CFP®, Series 63, Series 65
Mapleton, UT
Summit Ridge Advisors
Series 63, Series 65
Alpine, UT
Hunter Capital Management Inc.
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")