Luhman Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate is $300.”

Flat or project fee

$1,000⁠-⁠$50,000

“Ongoing Financial Planning BLFP collects an initial fee, ranging from $1,000 to $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Luhman Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period and may be negotiable..”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Luhman Wealth Partners’ fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the California median of $5,000. 93% of the 796 other California planners that publish a flat or project fee charge less.
• 16 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Luhman Wealth Partners

• Principal: Brian Luhman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339978

Phone

(765) 426-5781

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

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