Luke Mason
S.A. Mason · Holland, Michigan
Luke Mason is a fee-only financial advisor at S.A. Mason in Holland, Michigan. S.A. Mason reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | S.A. Mason |
|---|---|
| Based in | Holland, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $528.7M across 881 accounts |
| SEC registration | Investment adviser representative in CA, FL, IL, MI, TX · CRD 7382364 |
| Exams passed | Series 63 (2021) · Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sa-mason.com |
| Profile |
How Luke's firm compares
- S.A. Mason's average account is about $600,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Luke
Is Luke Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and S.A. Mason 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's firm, S.A. Mason, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke Mason based?
Luke Mason is based in Holland, Michigan.
Is Luke Mason registered with the SEC?
Yes. Luke Mason is registered as an investment adviser representative in CA, FL, IL, MI and TX (CRD 7382364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S.A. Mason manage?
S.A. Mason reports $528.7M across 881 accounts in assets under management.
How do I contact Luke Mason?
Through Luke's website, sa-mason.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
- 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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