Luminary Financial Planning

Luminary Financial Planning (CRD# 169270) is a financial advisory firm headquartered in Modesto, CA. They manage $6,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $300,000
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.

CA

Financial Advisors at Luminary Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Nicole Seghetti
CRD#: 4782867
2712 Marlboro Place, Modesto, CA 95355
100
Wealthminder
score

Nicole Seghetti, CFP® (CRD# 4782867) is CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative.  She is the founder of Luminary Financial Planning in Modesto, CA, a fee-only boutique firm serving savvy women and their families.  We help unburden you by simplifying the financial planning process.  Ultimately, our success lies in your financial peace of mind.  Nicole has over a dozen years of experience in the finance industry.  She is interested in seeing how she can help you plan for -- and achieve -- your desired future.

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