Jennifer Luzzatto
Strathmore Capital Advisors · Glen Allen, Virginia
Jennifer Luzzatto is a fee-only financial advisor at Strathmore Capital Advisors in Glen Allen, Virginia, who holds the CFP and CFA credentials. Strathmore Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Strathmore Capital Advisors |
|---|---|
| Based in | Glen Allen, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $805.0M across 1,594 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 1527156 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | summitfinancialplanning.com |
| Profile |
How Jennifer's firm compares
- Strathmore Capital Advisors's average account is about $505,000, from its Form ADV (assets managed divided by 1,594 accounts).
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Questions about Jennifer
Is Jennifer Luzzatto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Strathmore Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Strathmore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jennifer Luzzatto based?
Jennifer Luzzatto is based in Glen Allen, Virginia.
What credentials does Jennifer Luzzatto hold?
Jennifer Luzzatto holds the CFP and CFA credentials.
Is Jennifer Luzzatto registered with the SEC?
Yes. Jennifer Luzzatto is registered as an investment adviser representative in TX and VA (CRD 1527156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strathmore Capital Advisors manage?
Strathmore Capital Advisors reports $805.0M across 1,594 accounts in assets under management.
How do I contact Jennifer Luzzatto?
Through Jennifer's website, summitfinancialplanning.com.
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
- 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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