# Luke Dance

> Luke Dance is a fee-only financial advisor at Dance Investment Partners in St. George, Utah. Luke charges a one-time planning fee.

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

## Facts

- **Firm:** Dance Investment Partners
- **Based in:** St. George, Utah
- **Fee model:** One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.3M across 13 accounts
- **Works with:** High earners, Retirees
- **CRD:** 7143281 (https://adviserinfo.sec.gov/individual/summary/7143281)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2020), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://danceinvestmentpartners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Dance Investment Partners 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 one-time planning fee.

### Where is Luke Dance based?

Luke Dance is based in St. George, Utah.

### Is Luke Dance registered with the SEC?

Yes. Luke Dance is registered as an investment adviser representative in UT (CRD 7143281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dance Investment Partners manage?

Dance Investment Partners reports $3.3M across 13 accounts in assets under management.

### How do I contact Luke Dance?

Through Luke's website, danceinvestmentpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7143281): 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://danceinvestmentpartners.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.