LR
CFP
LR
CFP

Luke Ray

2 Years of Experience
Dallas, TX

Luke Ray is a CFP-designated registered investment advisor at Brighton Jones LLC, based in Dallas, TX, with 2 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,317 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
149 advisors
Number of Clients
3,317 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$15.0B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

For PCFO clients, the annual fee generally ranges between 0.35% and 1.25% of total assets. For OpenPlan clients, the annual fee generally ranges between 0.50% - 0.95% of total assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

8150 N Central Expy Suite 875, Dallas, TX, 75206

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Brighton Jones LLC
January 2026 - Present · 8 mos
Previous Registrations
Hightower Advisors, LLC
November 2023 - February 2026 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Luke Ray - Financial Advisor | TrueAdvisor