Trent White
Luminvest Wealth Management LLC · Scottsdale, Arizona
Trent White is a fee-only financial advisor at Luminvest Wealth Management LLC in Scottsdale, Arizona, who holds the CFP and JD credentials. Trent 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 · JD |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5592137 |
| Exams passed | Series 65 (2014) · Series 63 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | luminvest.com |
| Profile |
How Trent'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 Trent
Is Trent White a fee-only financial advisor?
Yes. Trent White is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trent's firm.
How does Trent charge for financial advice?
Trent charges a percentage of assets.
How much does Trent 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 Trent work with clients virtually?
Yes. Luminvest Wealth Management LLC says on its website that it works with clients remotely.
Where is Trent White based?
Trent White is based in Scottsdale, Arizona.
What does Trent specialize in?
Trent's specialties include tax planning, retirement planning, estate & legacy planning and small business owners. Trent works with retirees, pre-retirees, high earners and executives.
What credentials does Trent White hold?
Trent White holds the CFP and JD credentials.
Is Trent White registered with the SEC?
Yes. Trent White is registered as an investment adviser representative in AZ and TX (CRD 5592137), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
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 Trent White?
Through Trent's website, luminvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- 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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