William George
Luminary Financial Advisors · Cocoa Beach, Florida
William George is a fee-only financial advisor at Luminary Financial Advisors in Cocoa Beach, Florida. William charges an ongoing planning fee (ongoing planning from $4,800 a year) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Luminary Financial Advisors |
|---|---|
| Based in | Cocoa Beach, Florida |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,800 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $18.9M across 117 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8335543 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.luminaryfinancialadvisors.com |
| Profile |
How William's firm compares
- Ongoing planning starts at $4,800 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- Luminary Financial Advisors's average account is about $161,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about William
Is William George a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Luminary Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges an ongoing planning fee.
How much does William charge?
According to Luminary Financial Advisors's website, checked October 30, 2026: ongoing planning from $4,800 a year.
Does William work with clients virtually?
Yes. Luminary Financial Advisors says on its website that it works with clients remotely.
Where is William George based?
William George is based in Cocoa Beach, Florida.
What does William specialize in?
William's specialties include retirement planning, tax planning and estate & legacy planning.
Is William George registered with the SEC?
Yes. William George is registered as an investment adviser representative in FL (CRD 8335543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Luminary Financial Advisors manage?
Luminary Financial Advisors reports $18.9M across 117 accounts in assets under management.
How do I contact William George?
Through William's website, www.luminaryfinancialadvisors.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 Financial 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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