David Luck
Advisor Financial Services · Glen Allen, Virginia
David Luck is a fee-only financial advisor at Advisor Financial Services in Glen Allen, Virginia, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and tax planning. Advisor Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Advisor Financial Services |
|---|---|
| Based in | Glen Allen, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.6M across 435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, VA · CRD 2633471 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | advisor.org |
| Profile |
How David's firm compares
- Advisor Financial Services's average account is about $144,000, from its Form ADV (assets managed divided by 435 accounts).
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Questions about David
Is David Luck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Advisor Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Advisor Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Luck based?
David Luck is based in Glen Allen, Virginia.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does David Luck hold?
David Luck holds the CFP credential.
Is David Luck registered with the SEC?
Yes. David Luck is registered as an investment adviser representative in NY and VA (CRD 2633471), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisor Financial Services manage?
Advisor Financial Services reports $62.6M across 435 accounts in assets under management.
How do I contact David Luck?
Through David's website, advisor.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Advisor Financial Services 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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