Luminvest Wealth Management LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Luminvest Wealth Management LLC charges a monthly fee of $200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $200/mo
“To engage in our financial planning and consulting service, our firm requires an initial fee of $500 with an ongoing monthly fee to not exceed $200 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Luminvest Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
About Luminvest Wealth Management LLC
- Firm size: 5 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 140
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $398,030,608
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326261
- Phone
- (480) 300-0062
Can advise clients in 6 states: Arizona, California, Florida, New Hampshire, Texas, Washington
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
Is something on this page wrong or out of date?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.