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- Custodian
- Altruist ยท SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About Luminary Financial Planning
Luminary Financial Planning is a Modesto-based RIA. The firm has been operating for 12 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and SSG.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on January 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Luminary Financial Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICOLE E SEGHETTI
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4782867
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,752,161 | -- |
| Total | $26,752,161 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Luminary Financial Planning has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.