Luke Melms
We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™
Firm Foundation Family Wealth · Ft. Lauderdale, Florida
Luke Melms is a fee-only financial advisor at Firm Foundation Family Wealth in Ft. Lauderdale, Florida, who holds the CFP credential. Luke charges a percentage of assets and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Multi-generational families
- Early-career professionals
- Pre-retirees
- Retirees
- Physicians
About
We are dedicated to building and growing the wealth of high-net-worth families which empowers them to create unforgettable experiences, make a meaningful impact, and leave a lasting legacy.
As your wealth grows, so do the complexities, risks, and unique opportunities that come with it. A one-size-fits-all approach won’t cut it. Do you have a strategy to seize the opportunities and mitigate the risks?
We create a customized Firm Foundation Wealth Strategy™ for each client to have their own unique wealth management and financial plan.
As an independent firm, we've partnered with Fidelity to safeguard our clients' assets along with some of the world's largest financial institutions to access solutions for our clients.
Our team provides high-quality financial advice backed by experience gained at some of the industry's largest firms.
Our Managing Director, a CERTIFIED FINANCIAL PLANNER™, previously served as a Vice President at a leading global bank on Wall Street, where he worked within the Sports and Entertainment group.
Our clients include entrepreneurs, athletes, specialty physicians, and executives who trust us to help them build and protect their wealth.
If our approach aligns with your vision, let’s connect and explore the possibility of working together.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
Services
- 401(k) & IRA Management
- Estate Planning
- Financial Planning
- Insurance/Risk Management
- Asset Allocation
- Family Wealth Transfer
- Investment Management
- Liquidity & Exit Planning
- Portfolio Management
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Business Succession Planning
- Charitable Giving
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Financial Advice & Coaching
- Executive Compensation
- Risk Management
- Exit Planning
- Education Planning
- College/Education Planning
- Insurance Planning
Facts
| Firm | Firm Foundation Family Wealth |
|---|---|
| Based in | Ft. Lauderdale, Florida |
| Fee model | Percentage of assets |
| Assets under management | Over $5B |
| Firm founded | 2023 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in FL · CRD 5851982 |
| Exams passed | Series 63 (2010) · Series 65 (2014) |
| Firm size | 1073 employees |
| Disclosures | Reported; see the SEC record |
| Website | firmfoundationfw.com |
| Profile |
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Questions about Luke
Is Luke Melms a fee-only financial advisor?
Yes. Luke Melms is listed in the public advisor directory (listed as 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 charges a percentage of assets.
Where is Luke Melms based?
Luke Melms is based in Ft. Lauderdale, Florida.
What does Luke specialize in?
Luke's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, founders (pre-exit) and physicians & residents. Luke works with high earners, ultra high net worth, founders, executives and multi-generational families.
What credentials does Luke Melms hold?
Luke Melms holds the CFP credential.
Is Luke Melms registered with the SEC?
Yes. Luke Melms is registered as an investment adviser representative in FL (CRD 5851982), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Firm Foundation Family Wealth manage?
Firm Foundation Family Wealth reports Over $5B in assets under management.
How do I contact Luke Melms?
Through Luke's website, firmfoundationfw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Firm Foundation Family Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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