# Luke McQuade

> Luke McQuade is a fee-only financial advisor at Full of Grace Financial in Roanoke, Indiana. Luke charges a percentage of assets and an ongoing planning fee (ongoing planning from $1,800 a year and 1.1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Full of Grace Financial
- **Based in:** Roanoke, Indiana
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year; 1.1% a year on the first tier of assets managed
- **Assets under management (firm):** $23.2M across 220 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7723190 (https://adviserinfo.sec.gov/individual/summary/7723190)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 63 (2024), Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://fullofgracefinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Full of Grace 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 and an ongoing planning fee.

### How much does Luke charge?

According to Full of Grace Financial's website, checked October 30, 2026: ongoing planning from $1,800 a year; 1.1% a year on the first tier of assets managed.

### Where is Luke McQuade based?

Luke McQuade is based in Roanoke, Indiana.

### What does Luke specialize in?

Luke's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Luke works with retirees and pre-retirees.

### Is Luke McQuade registered with the SEC?

Yes. Luke McQuade is registered as an investment adviser representative in IN and TX (CRD 7723190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Full of Grace Financial manage?

Full of Grace Financial reports $23.2M across 220 accounts in assets under management.

### How do I contact Luke McQuade?

Through Luke's website, fullofgracefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7723190): 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://www.fullofgracefinancial.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.