Philip Luccock
Financially Speaking · Greenwood Village, Colorado
Philip Luccock is a fee-only financial advisor at Financially Speaking in Greenwood Village, Colorado, who holds the CFP credential. Philip focuses on retirement planning. Financially Speaking reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Financially Speaking |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $164.8M across 595 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 1212096 |
| Exams passed | Series 63 (1984) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | financiallyspeakinginc.com |
| Profile |
How Philip's firm compares
- Financially Speaking's average account is about $277,000, from its Form ADV (assets managed divided by 595 accounts).
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Questions about Philip
Is Philip Luccock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Financially Speaking reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Financially Speaking, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Philip Luccock based?
Philip Luccock is based in Greenwood Village, Colorado.
What does Philip specialize in?
Philip's specialties include retirement planning.
What credentials does Philip Luccock hold?
Philip Luccock holds the CFP credential.
Is Philip Luccock registered with the SEC?
Yes. Philip Luccock is registered as an investment adviser representative in CO (CRD 1212096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financially Speaking manage?
Financially Speaking reports $164.8M across 595 accounts in assets under management.
How do I contact Philip Luccock?
Through Philip's website, financiallyspeakinginc.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
- Financially Speaking 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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