Luke Deboer is a CFP-designated registered investment advisor at The Financial Planning CO., based in Waconia, MN, with 12 years of industry experience. Luke 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 91 clients with $29M 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 $100K | 1.10% |
| $100K - $750K | 1.00% |
| $750K+ | 0.55% |
Fees and asset minimum are negotiable.
Fee Estimator
Location
Waconia, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Luke works as a Benefits Consultant at UnitedHealth Group, focusing on project management and benefits education, dedicating a full-time commitment. He also serves as President and CCO of The Financial Planning Co., providing financial planning and investment management services, also dedicating a full-time commitment.
Employment History
Current Registrations
The Financial Planning CO.
Previous Registrations
Origin Financial
Strategic Advisers, INC.
State Registrations1 state
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