About LUMINARY FINANCIAL PLANNING
Established in 2005, LUMINARY FINANCIAL PLANNING is a leading financial planning firm based in New York City. The firm’s mission is to empower clients to achieve their financial goals and secure their financial future through personalized and comprehensive planning.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers comprehensive portfolio management
- Guides clients in making informed investment decisions
- Creates customized retirement and estate plans
- Proactively monitors and adjusts clients’ financial strategies
Facts and Insights
LUMINARY FINANCIAL PLANNING has helped hundreds of clients achieve their financial goals through a holistic approach to financial planning. The firm’s experienced advisors stay up-to-date on the latest market trends and investment strategies to provide clients with informed recommendations. With a commitment to transparency and personalized service, LUMINARY FINANCIAL PLANNING continues to be a top choice for individuals, families, and businesses seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2010 | $1 billion | 15 |
| 2015 | $2 billion | 25 |
| 2020 | $3 billion | 30 |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals and families
- Business owners
- Corporate executives
- Retirees
- High-net-worth individuals
- Non-profit organizations
Fees & Compensation
LUMINARY FINANCIAL PLANNING operates on a fee-only basis, meaning their compensation is solely derived from fees paid by clients. This ensures that the firm’s advisors have no conflicts of interest and are solely focused on their clients’ best interests. The fees vary based on the level of service and complexity of the client’s financial situation.
Background
The team at LUMINARY FINANCIAL PLANNING consists of highly qualified and experienced financial advisors, including Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), and Certified Public Accountants (CPA). With decades of combined experience, the advisors at LUMINARY FINANCIAL PLANNING are well-equipped to guide clients through every stage of their financial journey.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any past disciplinary events or financial disclosures of their financial advisor. LUMINARY FINANCIAL PLANNING maintains a clean disciplinary record and has no financial disclosures to report.