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Advisor

Luke Bunch

OxenFree Financial · Melbourne, Florida

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.

Percentage of assets Fee-only

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Specialties

Who they serve

  • Retirees
  • Pre-retirees

Facts

FirmOxenFree Financial
Based in Melbourne, Florida
Fee modelPercentage of assets
Accepting new clientsYes
Assets under management$249.8M across 1,983 accounts
SEC registration Investment adviser representative in FL, TX · CRD 7733506
Exams passedSeries 65 (2023)
Firm size8 employees
Disclosures None reported
Websitewww.oxenfreefinancial.com

How Luke's firm compares

  • OxenFree Financial's average account is about $126,000, from its Form ADV (assets managed divided by 1,983 accounts).

What fee-only advisors charge in Florida

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Questions about Luke

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.

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
  • OxenFree 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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