Luminary Financial Advisors, LLC fees and pricing
Financial planner in Cocoa Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Luminary Financial Advisors, LLC charges a flat or project fee of $400-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $400-$20,000
“The fixed fee can range between $400 and $20,000, depending on complexity and scope of the project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Luminary Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
- “The annual fees are negotiable in certain cases and clients are given the choice of 7 frequency of fee payment, being either monthly, quarterly or annually and are paid in arrears.”
How Luminary Financial Advisors, LLC’s fees compare
- Its flat or project fee of $400-$20,000 spans the Florida median of $4,900. 79% of the 320 other Florida planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Luminary Financial Advisors, LLC
- Principal: Warren Burger
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- 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
- $18,862,428
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305865
- Phone
- (321) 333-4923
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.