– its closing tag.
How does the advisor help clients – Key Takeaways:
LUMINARY WEALTH ADVISORS provides comprehensive financial planning and investment management services to clients.
- They offer personalized strategies tailored to each individual client’s unique financial goals and needs.
- Their team of experienced advisors focuses on building long-term relationships with clients to provide ongoing support and guidance.
- LUMINARY WEALTH ADVISORS prides itself on its commitment to education and financial literacy, working closely with clients to help them understand and make informed decisions about their finances.
Facts and Insights
In addition to their core services, LUMINARY WEALTH ADVISORS also offers specialized expertise in tax planning, retirement planning, and risk management.
- Their team stays up-to-date on the latest market trends and economic developments to provide clients with insightful advice and strategies.
- LUMINARY WEALTH ADVISORS also leverages technology and data analysis to ensure their clients’ portfolios are optimized for growth and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 10+ | 20 years+ |
Financial Services Offered
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Risk Management
Client Types
LUMINARY WEALTH ADVISORS serves a diverse range of clients, including individuals, families, and businesses.
- High Net Worth Individuals
- Entrepreneurs
- Retirees
- Small Business Owners
Fees & Compensation
LUMINARY WEALTH ADVISORS operates on a fee-only basis, meaning they do not earn commissions on financial products or transactions.
- Their fees are based on a percentage of assets under management, and they strive to keep their fees competitive and transparent.
- LUMINARY WEALTH ADVISORS is committed to acting in their clients’ best interests and providing holistic, unbiased advice.
Background
LUMINARY WEALTH ADVISORS was founded in 2000 by a team of financial experts with a passion for helping individuals and families achieve their financial goals.
- The firm has since grown to include a diverse and experienced team of advisors, all dedicated to providing exceptional service and guidance to their clients.
- LUMINARY WEALTH ADVISORS is headquartered in New York City and has expanded to serve clients across the United States.
Financial Advisor Disclosures to Know
LUMINARY WEALTH ADVISORS follows strict ethical guidelines and regulatory requirements to ensure their clients’ best interests are always prioritized.
- All team members hold relevant licenses and undergo continuous education and training to maintain their expertise and stay up-to-date with industry standards.
- The firm is also registered with the Securities and Exchange Commission (SEC) and maintains a clean record with no major disciplinary actions or compliance issues.