Warren Burger is a registered investment advisor at Luminary Financial Advisors, LLC, based in Cocoa Beach, FL, with 6 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 33 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LFA does not charge a percentage of your portfolio for investment management. Instead, the firm charges a fixed annual fee based on your net worth. This fee covers investment management services.
Location
1980 N. Atlantic Ave, Unit 411, Cocoa Beach, FL, 32931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Luminary Financial Advisors, LLC
State Registrations2 states
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