Trevor Scheid
Luminescent Wealth Management · Scottsdale, Arizona
Trevor Scheid is a fee-only financial advisor at Luminescent Wealth Management in Scottsdale, Arizona, who holds the CFP credential. Luminescent Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Divorced individuals
- Multi-generational families
Facts
| Firm | Luminescent Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $127.4M across 163 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 6558226 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lumiwm.com |
| Profile |
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Questions about Trevor
Is Trevor Scheid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Luminescent Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trevor charge for financial advice?
Trevor's firm, Luminescent Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trevor Scheid based?
Trevor Scheid is based in Scottsdale, Arizona.
What credentials does Trevor Scheid hold?
Trevor Scheid holds the CFP credential.
Is Trevor Scheid registered with the SEC?
Yes. Trevor Scheid is registered as an investment adviser representative in AZ (CRD 6558226), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Luminescent Wealth Management manage?
Luminescent Wealth Management reports $127.4M across 163 accounts in assets under management.
How do I contact Trevor Scheid?
Through Trevor's website, www.lumiwm.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
- Luminescent Wealth Management 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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