Robert Rachlow
Luminary Wealth · Fort Wayne, Indiana
Robert Rachlow is a fee-only financial advisor at Luminary Wealth in Fort Wayne, Indiana. Robert focuses on retirement planning and tax planning. Luminary Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Luminary Wealth |
|---|---|
| Based in | Fort Wayne, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $90.9M across 292 accounts |
| SEC registration | Investment adviser representative in IN · CRD 4350701 |
| Exams passed | Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.luminarywealth.com |
| Profile |
How Robert's firm compares
- Luminary Wealth's average account is about $311,000, from its Form ADV (assets managed divided by 292 accounts).
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Questions about Robert
Is Robert Rachlow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Luminary Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Luminary Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Rachlow based?
Robert Rachlow is based in Fort Wayne, Indiana.
What does Robert specialize in?
Robert's specialties include retirement planning and tax planning. Robert works with pre-retirees and retirees.
Is Robert Rachlow registered with the SEC?
Yes. Robert Rachlow is registered as an investment adviser representative in IN (CRD 4350701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Luminary Wealth manage?
Luminary Wealth reports $90.9M across 292 accounts in assets under management.
How do I contact Robert Rachlow?
Through Robert's website, www.luminarywealth.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
- Luminary 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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