Luke Tait
Golden Guidance · Overland Park, Kansas
Luke Tait is a fee-only financial advisor at Golden Guidance in Overland Park, Kansas. Luke focuses on tax planning and retirement planning. Golden Guidance reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Golden Guidance |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $19.5M across 32 accounts |
| SEC registration | Investment adviser representative in KS, LA, TX · CRD 6076632 |
| Exams passed | Series 65 (2012) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | mygoldenguidance.com |
| Profile |
How Luke's firm compares
- Golden Guidance's average account is about $608,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Luke
Is Luke Tait a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Golden Guidance 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, Golden Guidance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luke Tait based?
Luke Tait is based in Overland Park, Kansas.
What does Luke specialize in?
Luke's specialties include tax planning and retirement planning. Luke works with founders and executives.
Is Luke Tait registered with the SEC?
Yes. Luke Tait is registered as an investment adviser representative in KS, LA and TX (CRD 6076632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Golden Guidance manage?
Golden Guidance reports $19.5M across 32 accounts in assets under management.
How do I contact Luke Tait?
Through Luke's website, mygoldenguidance.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
- Golden Guidance 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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