Luminous Wealth, LLC fees
Financial planner in Jupiter, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Luminous Wealth, LLC (Jupiter, FL) charges $350 an hour and a flat or project fee of $2,500-$9,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Florida median of $300; 66% of the 188 other planners in Florida that publish an hourly rate charge less. 1 of the 2 other planners in Jupiter charges less.
“Consultation Services are offered based on an hourly fee of $350 per hour.”
- Flat or project fee
- $2,500-
$9,500 Runs from below the Florida median of $4,200 to above it.
“Full Financial Planning Services are offered based on a flat fee between $2,500 and $9,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Luminous Wealth, 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 managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
About Luminous Wealth, LLC
- Principal: Timmy Baker
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 23, 2026
- CRD number
- 342464 (opens in new tab)
- Phone
- (561) 919-4804
Other planners in Jupiter that publish fees
- Trout Capital Management, LLCJupiterFlat $500-$3,000
- Cayside PartnersJupiterFlat $5,000-$25,000
- Fortuna Investors LLCJupiterHourly $400/hr, Flat $5,000
- Pelican Financial Planning and Wealth, PLLCJupiterFlat up to $10,000
- Giessel Wealth AdvisorsJupiterFlat $2,000-$8,000, Monthly $150-$750/mo
- Foresight Financial AdvisoryJupiterFlat $1,000-$5,000 2024 brochure
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.