Luke McQuade
Full of Grace Financial · Roanoke, Indiana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $23.2M across 220 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 7723190 |
| Exams passed | Series 63 (2024) · Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | fullofgracefinancial.com |
| Profile |
How Luke's firm compares
- Ongoing planning starts at $1,800 a year, below the Indiana median of $3,500 for fee-only firms that publish prices.
- Full of Grace Financial's average account is about $106,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Luke
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.
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
- Full of Grace Financial 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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