Luchini Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,000,000
Total clients
29
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$482,759
About
The firm provides wealth management, investment management, and financial planning to individuals, high‑net‑worth individuals, trusts, and estates, managing approximately $14 million in discretionary assets across roughly 29 client relationships. Wealth management engagements are generally offered to households with $300,000 or more in investable assets, while investment management and stand‑alone planning services are also available.
Portfolios are customized using mutual funds, ETFs and individual equities, and the adviser employs both fundamental and technical analysis with a primarily long‑term orientation while allowing shorter‑term trades for rebalancing or cash needs. The firm may recommend unaffiliated independent managers for portions of a portfolio and performs initial and ongoing due diligence and oversight, operating under a stated fiduciary duty and Code of Ethics.
Distinctive features noted in the brochure include the principal’s retirement‑income certification and a public financial podcast, a practice of offering fee credits toward wealth management after a stand‑alone financial planning engagement, and participation in an institutional custody platform that provides the firm with non‑monetary economic benefits — a relationship the brochure discloses as a potential conflict the firm seeks to manage.
Client services
Financial planning
Portfolio management
Fee options
$0 - $1,000,000: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually
Account minimum: $300,000 generally required for Wealth Management services (discretionary) but may be waived at Advisor's discretion Fee-only: Wealth Management fees based on tiered AUM schedule; Investment Management fees up to 1.00% annually, negotiable; stand-alone Financial Planning fees $500 to $6,000 one-time fee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Main office location
Luchini Financial LLC
311 A E. Pleasant Valley Blvd.
Altoona PA 16602, United States
Number of offices
1
Forms ADV
Quick links
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