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VERIFIEDTrent White
Luminvest Wealth Management
5118 North Granite Reef Road
Scottsdale, AZ 85250
480-702-1143
Independent, Comprehensive Wealth Planning
About Luminvest Wealth Management
Get personalized, tax-focused financial planning in-person or from the convenience of your home.
See Disclosures
General Information
Firm Start Year
No. of Employees
2-4
CRD#
5592136
Firm CRD#
326261
Name of Custodial Firm
Schwab, Altruist
States Licensed in
All (SEC)
Years of Experience in Financial Services
15
Number of Years with Current Firm
1
Work with the following types of clients
Non-Profit Organizations, Individual Investors
Foreign Languages Serviced
Spanish, Portuguese
Advisory Services Provided
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting, Wealth Management
Services
Investment Types
Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Your Home, Your Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, JD
Securities Licenses
Series 65, Series 7, Series 63
Firm Information
Assets Managed by Firm
$315,000,000
Assets Managed by Advisor
$100,000,000.00
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Fee % Based on Assets
.25%
Minimum Fee Charged for Managed Accounts
$2500
Education
Juris Doctor - Law
J. Reuben Clark Law School (Brigham Young University)
2011 -2014
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1891536/retirementplanning-Luminvest-Wealth-Management-detailed-disclosure.html