Luis Whu
LULLA Wealth Financial · Vero Beach, Florida
Luis Whu is a fee-only financial advisor at LULLA Wealth Financial in Vero Beach, Florida. Luis charges a percentage of assets and hourly fees ($250 an hour) and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | LULLA Wealth Financial |
|---|---|
| Based in | Vero Beach, Florida |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $250 an hour |
| Accepting new clients | Yes |
| Assets under management | $17.8M across 134 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5468985 |
| Exams passed | Series 63 (2017) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lullafinancial.com |
How Luis's firm compares
- The hourly rate is $250, below the Florida median of $300 for fee-only firms that publish prices.
- LULLA Wealth Financial's average account is about $133,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Luis
Is Luis Whu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luis holds no broker registration, and LULLA Wealth Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luis charge for financial advice?
Luis charges a percentage of assets and hourly fees.
How much does Luis charge?
According to LULLA Wealth Financial's website, checked October 30, 2026: $250 an hour.
Where is Luis Whu based?
Luis Whu is based in Vero Beach, Florida.
What does Luis specialize in?
Luis's specialties include retirement planning and estate & legacy planning.
Is Luis Whu registered with the SEC?
Yes. Luis Whu is registered as an investment adviser representative in FL (CRD 5468985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LULLA Wealth Financial manage?
LULLA Wealth Financial reports $17.8M across 134 accounts in assets under management.
How do I contact Luis Whu?
Through Luis's website, www.lullafinancial.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
- LULLA Wealth 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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