Advisor at Luminary Financial Planning
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Firm
Luminary Financial Planning
Location
Modesto, CA 95355
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Nicole Seghetti is a CFP® professional with 16 years of industry experience. She is the sole advisor at Luminary Financial Planning in Modesto, CA, and has operated Seghhetti Holdings LLC since 2012, providing financial planning content for online publications. Luminary Financial Planning offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages client accounts on a strictly non-discretionary basis and employs a long-term investment approach using fundamental analysis and modern portfolio theory.
Financial planning fixed fees between $200 and $3,500
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.15% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.85%
Between $100 and $500 per hour
Fee-only: Financial planning fixed fees between $200 and $3,500; hourly fees between $100 and $500
2712 Marlboro Place
Modesto, CA 95355
California
Sehetti Holdings
2013 - Present (13 years)
Segetti Holdings LLC
2012 - Present (14 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
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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
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Arrowhead Wealth Management Corp.
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AFS Investments
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