Austin Luckie is a CFP-designated registered investment advisor at Vilga Financial Planning LLC, based in Charlotte, NC, with 6 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vilga Financial Planning offers investment management as part of its ongoing comprehensive financial planning service. The annual fee for this combined service starts at $10,000, paid quarterly. This fee covers up to $3,000,000 in assets under management. For clients with over $3,000,000, fees are based on the complexity of their financial situation. Investment management is not offered as a standalone service.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Austin is a limited partner in Fundrise since 2020. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Vilga Financial Planning LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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.