Lunin-Pack Planning and Advice, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,447,668
Total clients
38
39% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$853,886
About
Lunin-Pack Planning and Advice, LLC provides financial planning, consulting and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and retirement plans. The firm offers both stand‑alone planning engagements and comprehensive wealth management that can include portfolio management and ongoing advisory services.
LPPA describes a goals‑based investment process that blends a derivative of Modern Portfolio Theory with behavioral finance and uses mutual funds, ETFs, TAMP models and selected independent managers to implement strategic, dynamic and tax‑managed allocations. The brochure discloses that the firm recommends custody with SEI and receives administrative software and support from that custodian, a relationship the firm acknowledges may create conflicts of interest.
The firm discloses an affiliation with Lunin‑Pack Insurance Advisory, LLC and notes that certain supervised persons are licensed insurance agents who may offer commissionable insurance products, a relationship the brochure identifies as a potential conflict when insurance is recommended. The brochure also indicates the firm advertises third‑party ratings and emphasizes fixed, standalone planning engagements and a recent adviser registration, features that distinguish LPPA from many peers.
Client services
Expertise
Fee options
$0 - $750,000: 1.50% $750,001 - $1,250,000: 1.00% $1,250,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Certain supervised persons offer insurance products under separate commission-based arrangements.
Minimum fee: Financial planning and consulting fixed fees typically range from $10,000 to $50,000; fees are negotiable. Fee-only: Fixed fees for financial planning and consulting services typically range from $10,000 to $50,000, negotiable.
Main office location
Lunin-Pack Planning and Advice, LLC
292 Main Street, First Floor, Suite 1
Cold Spring NY 10516, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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