Luminescent Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$800/hr

“on an hourly basis ranging from $500 to $800 per hour As an annual fixed fee, typically ranging from $20,000 to $40,000 Hourly financial planning fees are due in arrears upon completion of the services.”

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

How Luminescent Wealth Management, Inc. bills

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

• “Annual financial planning fees are due in quarterly increments charged quarterly in arrears.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the quarter.”
• “These fees are typically included within the total advisory fee charged to the client, rather than being billed separately.”

How Luminescent Wealth Management, Inc.’s fees compare

• Its hourly rate of $500-$800 is above the Arizona median of $275. 98% of the 195 other Arizona planners that publish an hourly rate charge less.
• 51 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

About Luminescent Wealth Management, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2026.

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

1% a year

Clients

56

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$127,388,083

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337660

Website

lumiwm.com (opens in new tab)

Phone

(602) 838-8870

Can advise clients in 2 states: Arizona, Tennessee

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

Compare all 121 planners in Scottsdale