Luhman Wealth Partners

You have a lot going on financially, somebody should be looking at all of it at once. That’s what Luhman Wealth Partners does. We’re a fee-only, fiduciary planning firm in Irvine, California, built for business owners, tech employees with equity compensation, inheritors and trustees, and other households whose finances have outgrown a simple answer. You get one clear plan for your whole financial life, and an advisor who sits on your side of the table: Brian Luhman, CFP®, who spent years doing this work inside a multi-family office before starting a firm he’d want as a client. We go deep on tax because it’s the one part of your finances with rules you can use in your favor. You can’t control the market. You can plan for taxes, and we do, before April rather than after it. The planning is priced on its own, a flat fee based on complexity and quoted in writing before we start (one-time plans from $3,000, ongoing planning from $6,000 a year), with investment management optional at 0.50%. Paid only by you, with no commissions and no product sales. Boutique by design: no call center, no rotating team, and Brian is the one who picks up. In person across Newport Beach, Corona del Mar, Irvine, Laguna Beach, and the rest of Southern California, and virtually with clients nationwide. If it has a dollar sign on it, we want to be part of that discussion.