Luchini Financial LLC fees and pricing
Financial planner in Altoona, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Luchini Financial LLC charges a flat or project fee of $500-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$6,000
“Stand-alone planning engagements are billed a one-time fee ranging from $500 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Luchini Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Fees may be negotiable at the sole discretion of the Advisor. he Client’s fees will take into consideration the aggregate assets under management with the Advisor.”
- “The Investment Management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
How Luchini Financial LLC’s fees compare
- Its flat or project fee of $500-$6,000 spans the Pennsylvania median of $3,650. 46% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Luchini Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 33
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $20,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324363
- Phone
- (814) 201-2484
Other planners in Altoona that publish fees
- Venn Wealth & Benefit Services, LLCAltoona$1,000-$2,500
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.