Luke Financial Company, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour based on complexity and unique Client needs.”

Flat or project fee

$250⁠-⁠$10,000

“Services are offered based on a negotiable, fixed fee ranging from $250 to $10,000, depending on the nature and complexity of each Client's circumstances.”

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

How Luke Financial Company, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets to be managed as of the close of business on the last business day of each quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “Payment is due upon delivery of the plan or consulting services.”

How Luke Financial Company, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Plano that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Texas median of $3,850. 58% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Luke Financial Company, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

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

Highest asset based fee in brochure

2% a year

Clients

50

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$4,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147118

Website

lukefinancial.com (opens in new tab)

Phone

(214) 289-0031

Can advise clients in 2 states: Colorado, Texas

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano