Thomas Knowlton
Luminvest Wealth Management LLC · Scottsdale, Arizona
Thomas Knowlton is a fee-only financial advisor at Luminvest Wealth Management LLC in Scottsdale, Arizona, who holds the CFP, CTFA and MBA credentials. Thomas charges a percentage of assets (0.25% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Executives
Facts
| Firm | Luminvest Wealth Management LLC |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $398.0M across 370 accounts |
| Credentials | CFP · CTFA · MBA |
| Firm size | 5 employees |
| Website | luminvest.com |
| Profile |
How Thomas's firm compares
- Luminvest Wealth Management LLC's average account is about $1.1 million, from its Form ADV (assets managed divided by 370 accounts).
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Questions about Thomas
Is Thomas Knowlton a fee-only financial advisor?
Yes. Thomas Knowlton is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).
How does Thomas charge for financial advice?
Thomas charges a percentage of assets.
How much does Thomas charge?
According to Luminvest Wealth Management LLC's website, checked October 28, 2026: 0.25% a year on the first tier of assets managed.
Does Thomas work with clients virtually?
Yes. Luminvest Wealth Management LLC says on its website that it works with clients remotely.
Where is Thomas Knowlton based?
Thomas Knowlton is based in Scottsdale, Arizona.
What does Thomas specialize in?
Thomas's specialties include tax planning, retirement planning, estate & legacy planning and small business owners. Thomas works with retirees, pre-retirees, high earners and executives.
What credentials does Thomas Knowlton hold?
Thomas Knowlton holds the CFP, CTFA and MBA credentials.
How much does Luminvest Wealth Management LLC manage?
Luminvest Wealth Management LLC reports $398.0M across 370 accounts in assets under management.
How do I contact Thomas Knowlton?
Through Thomas's website, luminvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Luminvest Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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