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Luminate Financial Planning

Updated today

Total assets under management

$35,035,948

Total clients

59

42% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

59

Average account size

$593,830

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Project-based financial planning fees ranging from $500 to $10,000, negotiable

Percentage

$0 - $1,000,000: 1.0% $1,000,001+: 0.5%

Project-based

$200.00 to $400.00 per hour, negotiable

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Advisors at this firm

Alyssa L

CFP®

Sterling, VA

Luminate Financial Planning

I founded Luminate Financial Planning because I am passionate about the power of planning and about helping you build a life based on what matters most to you. Financial planning is a mix of art and science. It’s not just about the numbers, but what the numbers mean for you. It's how you can use money as a tool to build your own great life. I will work with you to simplify and take control of your financial life. I will empower you to align your financial assets with your own values and goals. I believe that financial planning should be transparent, using a fee-only structure to minimize conflicts of interest. No commissions and no hidden fees. I personally understand the transformative power of sound financial planning and advice. Before leaving my prior career in corporate finance, and before I knew financial planning was even a profession, I built my own extensive plan for my family. We wanted to figure out if I could take time off of my career to start a family and become a stay-at-home mom while our kids were young. That basic plan (built with an Excel spreadsheet) served as a guidepost for the financial decisions my family and I have faced. My background  I have an MBA in Finance from Georgetown University and an undergraduate degree in Business Administration from Bloomsburg University. I hold the CFP® certification and passed the Series 65 Uniform Investment Adviser exam. I worked as an associate financial advisor and wealth planner for an independent broker-dealer before launching my own practice.

Wealth management Active portfolio management General retirement planning Mid-Career Professionals Gen X (Born 1965-1980)
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