Luke Wonnacott
PROFi - The Professional Financial Company · Orem, Utah
Luke Wonnacott is a fee-only financial advisor at PROFi - The Professional Financial Company in Orem, Utah. Luke charges a percentage of assets (1.5% a year on the first tier of assets managed).
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Facts
| Firm | PROFi - The Professional Financial Company |
|---|---|
| Based in | Orem, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $246.1M across 575 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 7928579 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | thepfc.com |
| Profile |
How Luke's firm compares
- PROFi - The Professional Financial Company's average account is about $428,000, from its Form ADV (assets managed divided by 575 accounts).
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Questions about Luke
Is Luke Wonnacott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and PROFi - The Professional Financial Company 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.
How much does Luke charge?
According to PROFi - The Professional Financial Company's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Luke Wonnacott based?
Luke Wonnacott is based in Orem, Utah.
Is Luke Wonnacott registered with the SEC?
Yes. Luke Wonnacott is registered as an investment adviser representative in TX and UT (CRD 7928579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PROFi - The Professional Financial Company manage?
PROFi - The Professional Financial Company reports $246.1M across 575 accounts in assets under management.
How do I contact Luke Wonnacott?
Through Luke's website, thepfc.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
- PROFi - The Professional Financial Company 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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