Luminvest Wealth Management

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About Luminvest Wealth Management

Get personalized, tax-focused financial planning in-person or from the convenience of your home.

See Disclosures

General Information

No. of Employees

CRD#

5592136

Firm CRD#

326261

Name of Custodial Firm

Schwab, Altruist

States Licensed in

All (SEC)

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors

Foreign Languages Serviced

Spanish, Portuguese

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, JD

Securities Licenses

Series 7, Series 63, Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$400,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$400,000,000.00

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets

.25%

Minimum Fee Charged for Managed Accounts

$2500

Minimum Fee Charged for Hourly Planning Accounts

$500

Education

Juris Doctor - Law

J. Reuben Clark Law School (Brigham Young University)
2011 -2014

Master of Laws (LLM) in Taxation -

Georgetown Law
09/2015 -05/2022

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891536/paladinregistry-Luminvest-Wealth-Management-detailed-disclosure.html

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