Luminary Financial Advisors, LLC (LFA) manages investment portfolios and offers financial planning services. LFA creates investment plans based on clients' individual needs and goals. Financial planning services cover retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. LFA also offers ongoing financial planning for a fixed monthly fee.
Assets Under Management$19M
Clients33
Advisors1
Avg. per Client$570K
Avg. per Advisor$19M
Fee Structure
LFA does not charge a percentage of your portfolio for investment management. Instead, the firm charges a fixed annual fee based on your net worth. This fee covers investment management services.
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