Robert Rachlow
Advisor at Luminary Wealth
Updated today
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
Luminary Wealth
Location
Fort Wayne, IN 46804
Credentials
Series 65
Industry experience
22 years
About
Robert Rachlow is a financial advisor at Luminary Wealth with 22 years of industry experience. He holds a Series 65 designation and has worked at Larson Financial Group, LLC since 2011 and Capstone Advisors, LLC since 2002, where he is also a principal. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, retirement-plan consulting, and participant-directed employee benefit plan services. The firm uses written investment policy statements and long-term diversified portfolios based on modern portfolio theory and the capital asset pricing model, typically employing no-load mutual funds, ETFs, and model portfolios.
Expertise
Based on Luminary Wealth
Concentrated stock management
Equity compensation tax strategy
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees negotiated; $500 to $10,000 for individuals, $5,000 to $15,000 for institutional and qualified plans
$0 - $499,999: 1.25% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.50% $5,000,001+: 0.40%
$200 per hour
Minimum fee: $7,500 annual minimum fee, may be waived under certain criteria Fee-only: Hourly fees at $200 per hour; Fixed fees negotiated, $500 to $10,000 for individuals, $5,000 to $15,000 for institutional/qualified plans
Location
7910 Carnegie Blvd.
Fort Wayne, IN 46804
Most active in
Robert R has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Larson Financial Group, LLC
2011 - Present (15 years)
Capstone Advisors, LLC
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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