# Jon Luskin

> Jon Luskin is a fee-only financial advisor at JonLuskin.com in San Diego, California, who holds the CFP credential. Jon charges a one-time planning fee (one-time plans $4,695) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jon-luskin/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** JonLuskin.com
- **Based in:** San Diego, California
- **Fee model:** One-time planning fee
- **Fees (Advice-Only Network profile):** one-time plans $4,695
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6348626 (https://adviserinfo.sec.gov/individual/summary/6348626)
- **SEC registration:** Investment adviser representative in CA, FL, NY, TX, WA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jonluskin.com

## About

Jon Luskin is a fee-only, advice-only CFP® professional and fiduciary in San Diego who specializes in hourly advice for do-it-yourself investors. A longtime advocate of simple, low-cost investing, he wrote a master's thesis showing how university endowments could build more wealth with less risk using passive index funds, and his research has appeared in the Journal of Financial Planning. InvestmentNews has recognized him among the industry's top young advisors, and he has been featured in the New York Times, the Wall Street Journal and Nerd's Eye View.

Jon serves on the board of the John C. Bogle Center for Financial Literacy and has provided pro bono planning to low-income households. He has also fostered rescue dogs and taught safe cycling as a League Cycling Instructor.

In 2019, Jon and his wife Lien spent a year traveling the western U.S. and Mexico in a cargo van they converted themselves.

## Frequently asked questions

### Is Jon Luskin a fee-only financial advisor?

Yes. Jon Luskin is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Jon's firm.

### How does Jon charge for financial advice?

Jon charges a one-time planning fee.

### Does Jon work with clients virtually?

Yes. Jon's Advice-Only Network profile says they meet with clients virtually.

### Where is Jon Luskin based?

Jon Luskin is based in San Diego, California.

### What does Jon specialize in?

Jon's specialties include retirement planning and tax planning. Jon works with retirees and pre-retirees.

### What credentials does Jon Luskin hold?

Jon Luskin holds the CFP credential.

### Is Jon Luskin registered with the SEC?

Yes. Jon Luskin is registered as an investment adviser representative in CA, FL, NY, TX and WA (CRD 6348626), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Jon Luskin?

Through Jon's website, www.jonluskin.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/jonluskin): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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