Luskin Financial Planning offers hourly, fee-only investment advice to individuals and clients referred by other advisors. Luskin Financial Planning does not manage client portfolios or take custody of assets. The firm generally recommends low-fee market-tracking index funds and ETFs. Luskin Financial Planning acts as a fiduciary to clients.
Assets Under ManagementN/A
Clients58
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$4,695
Hourly Rate:$350/hr
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