Luke DeBoer
The Financial Planning Co. · Waconia, Minnesota
Luke DeBoer is a fee-only financial advisor at The Financial Planning Co. in Waconia, Minnesota, who holds the CFP and MBA credentials. The Financial Planning Co. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Financial Planning Co. |
|---|---|
| Based in | Waconia, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.9M across 300 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MN · CRD 5696562 |
| Exams passed | Series 63 (2009) · Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | thefinancialplanningco.com |
How Luke's firm compares
- The Financial Planning Co.'s average account is about $96,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Luke
Is Luke DeBoer a fee-only financial advisor?
Yes. Luke DeBoer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Luke's firm.
How does Luke charge for financial advice?
Luke's firm, The Financial Planning Co., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke DeBoer based?
Luke DeBoer is based in Waconia, Minnesota.
What credentials does Luke DeBoer hold?
Luke DeBoer holds the CFP and MBA credentials.
Is Luke DeBoer registered with the SEC?
Yes. Luke DeBoer is registered as an investment adviser representative in MN (CRD 5696562), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does The Financial Planning Co. manage?
The Financial Planning Co. reports $28.9M across 300 accounts in assets under management.
How do I contact Luke DeBoer?
Through Luke's website, thefinancialplanningco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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