Illuminate Financial

Illuminate Financial (CRD# 281073) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $19,638,194 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Illuminate Financial
Showing 1 - 2 of 2 top financial advisors.
Garth D. Shinn
CRD#: 4558874
1 N Calle Cesar Chavez, Suite 102, Santa Barbara, CA 93103

Garth Shinn (CRD# 4558874) is an Investment Advisor Representative working at Illuminate Financial in Santa Barbara, CA and has over 16 years of experience in the finance industry. Garth Shinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Stacy B. Gary
CRD#: 6599165
San Marcos, CA

Stacy Gary (CRD# 6599165) is an Investment Advisor Representative working at Illuminate Financial in San Marcos, CA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.