Adriane Linette Washburn

Lutz Financial

22 Years of Experience

View SEC Summary

Firm Information

Lutz Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

881 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$2.6B

Fee Structure

Minimum Investment:$500K

Minimum Annual Fee:$1,250

Financial Plan Fee:$5,000

Hourly Rate:$200 - $500/hr

Investment advisory fees are based on a percentage of assets managed, as shown in the table. Financial planning services are offered on a stand-alone basis for a fixed fee of $5,000 or an hourly rate of $200-$500. The firm maintains a minimum fee of the lesser of 1.50% annually or $1,250 per quarter. Lutz Financial generally maintains a minimum asset level of $500,000.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance Planning

Advisor Information

Office location

3320 James Road, Suite 100, Grand Island, NE, 68803

Get directions

Regulatory History

Clean regulatory record

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.