Lumiere Financial fees and pricing

Financial planner in New York, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 20, 2026, Lumiere Financial charges $450 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Certain legacy Clients may be billed based on a different fee schedule.”
“Therefore, clients that enter into a portfolio management agreement or make additional deposits intra-quarter will be billed for the entire quarter.”
“Our advisory fee is negotiable, depending on individual client circumstances.”

Its hourly rate of $450 is above the New York median of $300. 78% of the 301 other New York planners that publish an hourly rate charge less.
44 of the 69 other planners in New York that publish an hourly rate charge less.

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: 1.65% a year
Clients: 116
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $82,712,067
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 319171
Website: twitter.com/lumierefg (opens in new tab)
Phone: (212) 516-5900

Can advise clients in 5 states: Connecticut, Florida, New Jersey, New York, Texas

Is something on this page wrong or out of date?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.