Thomas Aubrey Hodgson

CFP

Lutz Financial

12 Years of Experience

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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.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance Planning

Advisor Information

Office location

13616 California Street, Suite 300, Omaha, NE, 68154-5336

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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.