Jonathan Luskin is a CFP-designated registered investment advisor at Luskin Financial Planning, based in San Diego, CA, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 58 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- One-Day Financial Review (for first-time clients) — $4,695, covers a financial document review, up to 2 hours of consultation, and a summary letter. Extra time is billed at $350/hour. The fee converts to the hourly rate if the fee under the hourly rate is less.
- Hourly advice (for returning clients) — $350 per hour.
Location
San Diego, CA
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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.
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Jonathan owns an investment-related online blog since 2017, spending a few hours per week on it. He also works as a financial planning consultant since 2021 and writes investment-related content since 2013, dedicating about 10-20% of his time and minimal time respectively.
Employment History
Current Registrations
Luskin Financial Planning
Previous Registrations
Ferri Investment Solutions
Define Financial, LLC
Advanced Practice Advisors, LLC
Source Financial Advisors, LLC
Wealth Analytics Partners, LLC
State Registrations5 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.