# Luke Bunch

> Luke Bunch is a fee-only financial advisor at OxenFree Financial in Melbourne, Florida. Luke charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/luke-bunch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** OxenFree Financial
- **Based in:** Melbourne, Florida
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $249.8M across 1,983 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7733506 (https://adviserinfo.sec.gov/individual/summary/7733506)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.oxenfreefinancial.com

## Frequently asked questions

### Is Luke Bunch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and OxenFree Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Luke charge for financial advice?

Luke charges a percentage of assets.

### Where is Luke Bunch based?

Luke Bunch is based in Melbourne, Florida.

### What does Luke specialize in?

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

### Is Luke Bunch registered with the SEC?

Yes. Luke Bunch is registered as an investment adviser representative in FL and TX (CRD 7733506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OxenFree Financial manage?

OxenFree Financial reports $249.8M across 1,983 accounts in assets under management.

### How do I contact Luke Bunch?

Through Luke's website, www.oxenfreefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7733506): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://oxenfreefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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