Luke Dance
Dance Investment Partners · St. George, Utah
Luke Dance is a fee-only financial advisor at Dance Investment Partners in St. George, Utah. Luke charges a one-time planning fee.
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Who they serve
- High earners
- Retirees
Facts
| Firm | Dance Investment Partners |
|---|---|
| Based in | St. George, Utah |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $3.3M across 13 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7143281 |
| Exams passed | Series 63 (2020) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | danceinvestmentpartners.com |
| Profile |
How Luke's firm compares
- Dance Investment Partners's average account is about $253,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Luke
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.
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
- Dance Investment Partners 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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