Firm
Lukas Total Wealth
North Little Rock, Arkansas
Fee-only
Lukas Total Wealth at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFA.
- Its Form ADV reports 5 employees and 381 individual clients, 11 of them high net worth.
- Its average account is about $263,000 (assets it manages divided by its 381 accounts).
Facts
| Based in | North Little Rock, Arkansas |
|---|---|
| Website | 10minutelessononlifeinsurance.com |
| Phone | (501) 218-8880 |
Lukas Total Wealth fees
Lukas Total Wealth 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 · Fixed fees |
|---|---|
| Assets managed | $100 million |
| Individual clients | 370 |
| High-net-worth clients | 11 |
| Accounts managed | 381 |
| Employees | 5 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 6, 2026 |
| SEC record | CRD 281513 |