# Brian Luts

> Brian Luts is a fee-only financial advisor at LGG Financial in Bethesda, Maryland. Brian charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/brian-luts/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** LGG Financial
- **Based in:** Bethesda, Maryland
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $563.9M across 896 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 2908598 (https://adviserinfo.sec.gov/individual/summary/2908598)
- **SEC registration:** Investment adviser representative in FL, MD, TX
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://lggfinancial.com/

## Frequently asked questions

### Is Brian Luts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and LGG Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian charges a percentage of assets.

### Where is Brian Luts based?

Brian Luts is based in Bethesda, Maryland.

### What does Brian specialize in?

Brian's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Brian Luts registered with the SEC?

Yes. Brian Luts is registered as an investment adviser representative in FL, MD and TX (CRD 2908598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LGG Financial manage?

LGG Financial reports $563.9M across 896 accounts in assets under management.

### How do I contact Brian Luts?

Through Brian's website, lggfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2908598): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lggfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.