LUMINARY FINANCIAL PLANNING

LUMINARY FINANCIAL PLANNING of MODESTO, CA is an SEC-registered investment adviser (CRD 169270). Regulatory assets under management: $26.8M.

Registration

• CRD: 169270
• Type: Registered investment adviser
• Location: 2712 MARLBORO PLACE, MODESTO, CA, 95355
• Phone: 209-606-7289
• Latest filing: 2026-01-14
• Regulatory AUM: $26.8M
• Non-discretionary AUM: $26.8M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169270 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search