Firm
Illumint
Washington, District of Columbia
Fee-only
Illumint at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 14 individual clients.
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | open.spotify.com/show/4cq0q7ams0rae4rtihxx9e |
| Phone | (202) 780-6565 |
Illumint fees
Illumint doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Individual clients | 14 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 290263 |