LUMINARY FINANCIAL PLANNING

Overview

Luminary Financial Planning is a small, independent registered investment adviser organized as an LLC that provides financial planning and portfolio management services to individuals and families, and to small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and positions itself as a boutique planner/advisor rather than a discretionary asset allocator: its regulatory filing shows all reported assets are managed on a non‑discretionary basis. Investment activity is concentrated in pooled public vehicles—primarily mutual funds—and the practice appears to integrate insurance products (annuities) into client plans where appropriate. The firm is not marked as an active ESG investor and does not report multistate advisory registration.

Assets & Accounts

Investments & Alternatives

Location & Offices