Devon Alpe is a registered investment advisor at Lukas Total Wealth, based in North Little Rock, AR, with 3 years of industry experience. Devon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 381 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Lukas Total Wealth does not directly manage investments. Instead, they refer clients to other investment advisors. Here's how those fees work:
- Betterment: 1.00% annually (0.75% to Lukas Total Wealth, 0.25% to Betterment)
- GeoWealth: Tiered fees ranging from 0.10% to 1.95% annually, plus a $12 monthly technology fee. This fee covers Lukas Total Wealth, GeoWealth, and any model providers.
- AE Wealth Management: Tiered fees ranging from 0.10% to 1.95% annually. This fee covers Lukas Total Wealth, AE Wealth Management, and any model providers.
- The Pacific Financial Group (TPFG): 1.95% annually (0.75% to Lukas Total Wealth, 1.25% advisory fee and 0.70% administrative fee to TPFG)
- Flourish Cash: 0.10% annually, deducted from the client's APY.
Location
9792 Maumelle Blvd, North Little Rock, AR, 72113
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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
Lukas Total Wealth
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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