Erin Itkoe is a CFP, PFS-designated registered investment advisor at Luminescent Wealth Management, INC., based in Phoenix, AZ, with 21 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 56 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Luminescent Wealth Management, INC.
Previous Registrations
Tarbox Family Office, INC.
Versant Capital Management, INC.
Genspring Family Offices, LLC
Inlign Wealth Management, LLC
State Registrations1 state
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