Brian Luts
LGG Financial · Bethesda, Maryland
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.
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Specialties
Facts
| Firm | LGG Financial |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $563.9M across 896 accounts |
| SEC registration | Investment adviser representative in FL, MD, TX · CRD 2908598 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | lggfinancial.com |
| Profile |
How Brian's firm compares
- LGG Financial's average account is about $629,000, from its Form ADV (assets managed divided by 896 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- LGG Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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