David Lukas
David Lukas is a registered investment advisor at Lukas Total Wealth, based in North Little Rock, AR, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 381 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lukas Total Wealth does not directly manage investments. Instead, they refer clients to other investment advisors. Here's how those fees work:
- Betterment: 1.00% annually (0.75% to Lukas Total Wealth, 0.25% to Betterment)
- GeoWealth: Tiered fees ranging from 0.10% to 1.95% annually, plus a $12 monthly technology fee. This fee covers Lukas Total Wealth, GeoWealth, and any model providers.
- AE Wealth Management: Tiered fees ranging from 0.10% to 1.95% annually. This fee covers Lukas Total Wealth, AE Wealth Management, and any model providers.
- The Pacific Financial Group (TPFG): 1.95% annually (0.75% to Lukas Total Wealth, 1.25% advisory fee and 0.70% administrative fee to TPFG)
- Flourish Cash: 0.10% annually, deducted from the client's APY.
Location
9792 Maumelle Blvd, North Little Rock, AR, 72113
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Regulatory History (1)
Regulatory
January 2016Other Business ActivitiesSells Insurance
David owns Infinite Financial Services, Inc. where he sells fixed annuity products, and Family Money Group, LLC, which focuses on marketing through radio. He also owns Tax Plan Advantage LLC, providing tax preparation and planning services, dedicating minimal time to this activity.
Employment History
Current Registrations
Lukas Total Wealth
Previous Registrations
Signature Investments, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.