Luminate Financial Planning
Luminate Financial Planning (CRD# 289287) is a financial advisory firm headquartered in Sterling, VA. They manage $19,460,543 in 111 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$175,320
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Luminate Financial Planning
No Advisor Found.
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