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
46958 Fairhills Court, Sterling, VA 20165
https://www.facebook.com/luminatefp/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Luminate Financial Planning
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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