Thomas Knowlton is a CFP-designated registered investment advisor at Luminvest Wealth Management LLC, based in Scottsdale, AZ, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 140 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Minimum account fee of $2,500 for accounts that would not exceed the equivalent of a 2.00% annual fee based on the size of the account. Fees are negotiable.
Fee Estimator
Contact
Thomas Knowlton
Location
9375 E Shea Blvd, Suite 100, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Luminvest Wealth Management LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams