Brian Luhman, CFP®
Founder and lead advisor of Luhman Wealth Partners, a fee-only, fiduciary financial planning firm in Irvine, California.
Why I started this firm.
I started Luhman Wealth Partners to build the firm I would want as a client. One that sits on your side of the table, helps you understand your own financial picture, asks what you want your life to look like, and then lines up everything you have to get you there.
Before this, I spent years at a multi-family office doing high-net-worth planning for some of the wealthiest families in America: managing their portfolios, putting their whole financial life on one page, and walking them through the plan, the trust, and the estate.
You're only going through this once. I've seen it a hundred times. That's what you get here: someone who has been through it before, sits on your side of the table, and helps you get it done.
- CFP® professional
- NAPFA
- XY Planning Network
- Form ADV
- Standard
- Fee-only and a fiduciary, at all times
- Advisor
- Brian Luhman, CFP® professional
- Registration
- Registered investment adviser. Form ADV
- Clients
- Serving clients nationwide virtually. In person across Orange County (Newport Beach, Corona del Mar, Irvine, Laguna Beach) and Southern California, from Los Angeles to San Diego
- Fees
- One-time plan from $3,000. Ongoing planning from $6,000 per year, plus a one-time onboarding fee. Investment management optional at 0.50% per year
- Memberships
- NAPFA, XY Planning Network
Three things you can hold me to.
I always act in your best interest.
Fee-only and a fiduciary. No commissions, no product sales.
I act proactively.
Most financial decisions have a deadline. I keep track of what's coming so we handle it in time, not after the fact.
You don't have to do it all on your own.
I coordinate the professionals in your life and help you implement what we decide, step by step, so none of it lands on you alone.
Your next step
Start with a quick intro call. No pressure. You tell me what's going on, and I tell you how I work. We both find out whether it's a good mutual fit. If I'm not the right fit, I'll help you find an advisor who is.
Book an intro call