Luesink Stenstrom Financial

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Client assets under management

$94,081,746

Clients

58% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,881,635

About

The firm serves individuals — including high‑net‑worth clients — as well as families, trusts and small businesses, offering holistic financial life planning, financial transition planning, and ongoing wealth management. Engagements range from fixed‑scope planning projects to discretionary portfolio management and implementation support coordinated with clients’ other advisors.

The firm’s process emphasizes integrated planning that addresses both the technical and personal sides of money, with a structured, multi‑meeting approach to life transitions in which advisors act as a thinking partner. Investment management combines index‑based and active strategies with diversified asset allocations that can include commodities, gold and real estate, periodic rebalancing, tax‑aware considerations, and the selective use of third‑party research and sub‑advisors.

Noteworthy aspects include formal training and certification in financial transition work (Certified Financial Transitionist and related credentials) and a dedicated coaching program for women navigating major life changes, with the firm willing to accept clients for transition‑only engagements. The firm operates with a small advisor team and a relatively limited client roster, and offers a mix of fixed‑fee planning, subscription wealth services, and traditional AUM‑based management.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Elder care planning Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals Approaching retirement Sandwich Generation

Fee options

Fixed

Fixed fee for financial planning up to $8,000 minimum; minimum fee for limited scope advisory $2,500

Percentage

$0 - $1,000,000: 1.0% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001+: 0.60% per year

Project-based

Up to $700 per hour for financial planning and hourly option for wealth management

Subscriptions

Wealth management subscription service minimum $2,000 per quarter

Other

Account minimum: $10,000 Minimum fee: Minimum annual fee for investment management is $10,000 ($2,500 per quarter) Fee-only: Fixed fee for financial planning up to $8,000 minimum; hourly fees up to $700 per hour; wealth management subscription minimum $2,000 per quarter

Main office location

Luesink Stenstrom Financial

475 Park Avenue South, Suite 2100

New York NY 10016, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 212-405-1609

Advisors at this firm

Clare S

CFP®, Series 65

New York, NY

Luesink Stenstrom Financial

Clare Stenstrom is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Clare is a principal at Luesink Stenstrom Financial, a New York-based firm serving individuals, high-net-worth clients, families, small businesses, trusts, and estates. The firm provides holistic financial life and transition planning, discretionary portfolio management, and written financial plans, combining index-based and active strategies with customized asset allocation and diversification.

Elder care planning Wealth management Founder/Business Owner Women Professionals Approaching retirement Sandwich Generation

Anja L

CFP®, Series 65

New York, NY

Luesink Stenstrom Financial

Anja Luesink is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Luesink Stenstrom Financial since 2014, a New York–based firm where she serves as one of two advisors. Luesink Stenstrom Financial works primarily with individuals, high-net-worth clients, families, small businesses, trusts, and estates, providing comprehensive financial life planning, transition planning, and wealth management. The firm combines index-based and active investment strategies with customized asset allocation and behavioral coaching, emphasizing financial transitions and offering a structured coaching program for clients undergoing major life changes.

Elder care planning Wealth management Founder/Business Owner Women Professionals Approaching retirement Sandwich Generation

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