Luke Scamardo
Scamardo Financial · Helotes, Texas
Luke Scamardo is a fee-only financial advisor at Scamardo Financial in Helotes, Texas, who holds the CFP credential. Scamardo Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Scamardo Financial |
|---|---|
| Based in | Helotes, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.5M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4584550 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.scamardofinancial.com |
How Luke's firm compares
- Scamardo Financial's average account is about $217,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Luke
Is Luke Scamardo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Scamardo 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's firm, Scamardo Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke Scamardo based?
Luke Scamardo is based in Helotes, Texas.
What credentials does Luke Scamardo hold?
Luke Scamardo holds the CFP credential.
Is Luke Scamardo registered with the SEC?
Yes. Luke Scamardo is registered as an investment adviser representative in TX (CRD 4584550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Scamardo Financial manage?
Scamardo Financial reports $11.5M across 53 accounts in assets under management.
How do I contact Luke Scamardo?
Through Luke's website, www.scamardofinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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