Timothy Luker
Brightstone Advisors · Fishers, Indiana
Timothy Luker is a fee-only financial advisor at Brightstone Advisors in Fishers, Indiana. Timothy focuses on retirement planning, estate & legacy planning and small business owners. Brightstone Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Brightstone Advisors |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.7M across 80 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2377614 |
| Exams passed | Series 63 (1993) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.brightstoneadvisors.com |
How Timothy's firm compares
- Brightstone Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Timothy
Is Timothy Luker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Brightstone Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Brightstone Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Luker based?
Timothy Luker is based in Fishers, Indiana.
What does Timothy specialize in?
Timothy's specialties include retirement planning, estate & legacy planning and small business owners.
Is Timothy Luker registered with the SEC?
Yes. Timothy Luker is registered as an investment adviser representative in IN (CRD 2377614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brightstone Advisors manage?
Brightstone Advisors reports $54.7M across 80 accounts in assets under management.
How do I contact Timothy Luker?
Through Timothy's website, www.brightstoneadvisors.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
- Brightstone Advisors 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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