Luke Podbury
Canter Wealth · La Jolla, California
Luke Podbury is a fee-only financial advisor at Canter Wealth in La Jolla, California. Luke focuses on retirement planning, tax planning and estate & legacy planning. Canter Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Canter Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $386.5M across 280 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6573742 |
| Exams passed | Series 66 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.canterwealth.com |
How Luke's firm compares
- Canter Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Luke
Is Luke Podbury a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Canter Wealth 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, Canter Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luke Podbury based?
Luke Podbury is based in La Jolla, California.
What does Luke specialize in?
Luke's specialties include retirement planning, tax planning and estate & legacy planning. Luke works with pre-retirees and retirees.
Is Luke Podbury registered with the SEC?
Yes. Luke Podbury is registered as an investment adviser representative in CA (CRD 6573742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canter Wealth manage?
Canter Wealth reports $386.5M across 280 accounts in assets under management.
How do I contact Luke Podbury?
Through Luke's website, www.canterwealth.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
- Canter Wealth 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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