Firm
Luminvest Wealth Management LLC
Scottsdale, Arizona
Fee-only
Luminvest Wealth Management LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 140 individual clients, 113 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 370 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | luminvest.com |
| [email protected] | |
| Phone | (480) 702-1143 |
Luminvest Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $5 million : 0.25% annually" source
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 | $398 million |
| Individual clients | 27 |
| High-net-worth clients | 113 |
| Accounts managed | 370 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-128242) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 326261 |