Advisor at Illumination Wealth Management
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
Illumination Wealth Management
Location
La Grange, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
Pension consulting initial fixed fee $500-$1,500; ongoing fixed annual fee with $500 minimum paid quarterly in advance.
$0 - $2,000,000: 0.50% of net worth (Financial Life Management) $2,000,001 - $3,000,000: 0.40% of net worth (Financial Life Management) $3,000,001 - $5,000,000: 0.30% of net worth (Financial Life Management) $5,000,001 - $10,000,000: 0.20% of net worth (Financial Life Management) $10,000,001+: 0.10% of net worth (Financial Life Management) $0 - $500,000: 1.00% of adjusted gross income (AGI) (Financial Life Management) $500,001 - $1,000,000: 0.80% of AGI (Financial Life Management) $1,000,001 - $2,000,000: 0.60% of AGI (Financial Life Management) $2,000,001+: 0.40% of AGI (Financial Life Management) $0 - $99,999: $1,500 minimum fee (Investment Management only) $100,000 - $249,999: 1.50% annually (Investment Management only) $250,000 - $499,999: 1.35% annually (Investment Management only) $500,000 - $999,999: 1.20% annually (Investment Management only) $1,000,000 - $2,999,999: 1.00% annually (Investment Management only) $3,000,000+: 0.90% annually (Investment Management only)
Account minimum: No general minimum dollar amount required to open and maintain an advisory account; however, Financial Life Management services have a minimum quarterly fee of $2,000 (may change and determined case by case) and Investment Management services have a $1,500 minimum fee for accounts under $100,000. Minimum fee: Financial Life Management: minimum quarterly fee $2,000; Investment Management: $1,500 minimum for accounts under $100,000 Fee-only: Financial Life Management and Investment Management fees are fee-only (no commissions). Pension consulting fees are fixed fees.
Illumination Wealth Management
2025 - Present (1 year)
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2025 - Present (1 year)
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2023 - 2024 (1 year)
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2023 - 2023 (1 year)
Kestra Advisory Services, LLC
2022 - 2023 (1 year)
CIC Wealth, LLC
2019 - 2022 (3 years)
T. Rowe Price
2017 - 2019 (2 years)
T. Rowe Price, contracted through The Boss Group
2016 - 2017 (1 year)
Efficient Wealth Management
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Round Top, TX
Edward Jones
Series 66
La Grange, TX
Edward Jones
Series 63, Series 65
Lagrange, TX
Momentum Independent Network Inc.
Series 63, Series 66
La Grange, TX
Edward Jones
Series 63, Series 66
La Grange, TX
Commonwealth Financial Network
Series 66
La Grange, TX
Edward Jones
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