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.
Before Luhman Wealth Partners, I spent years at a multi-family office. The families had attorneys, CPAs, trustees, and investment specialists. My job was to be the one person who saw the whole picture and made sure each decision fit it.
That kind of planning is hard to find unless you're a family office client. I started LWP to do the same work for people with a business, equity compensation, an inheritance, or a complex financial life: one plan for all of it, at a flat fee, paid only by you.
I'm a CFP® professional, and I'm finishing a Master of Taxation because tax runs through almost every decision we'll make together.
I keep the firm small on purpose. You work with me directly, I know your situation, and I'm the one who picks up when you call.
I live in Irvine with my family. Outside of work: tennis, lifting something heavy, the garden, and ballroom dancing.
- CFP® professional
- NAPFA
- XY Planning Network
- Fee-Only Network
- Form ADV
- Founded
- 2026, in Irvine, California
- Standard
- Fee-only and a fiduciary, at all times
- Advisor
- Brian Luhman, CFP® professional, finishing a Master of Taxation
- Registration
- Registered investment adviser. Form ADV
- 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 $5,000. Ongoing planning from $6,000 per year. Investment management optional at 0.50%
- Memberships
- NAPFA, XY Planning Network, Fee-Only Network
- Accounts
- Held at Altruist, in your name
Three things you can hold me to.
I always act in your best interest.
Fee-only and a fiduciary. No commissions, no product sales, no referral fees.
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 with your CPA and attorney and help you get the plan done.
Your next step
Start with a quick intro call. No pressure. You tell me what's going on, I tell you how I work, and we both find out whether it's a good fit. If I'm not the right fit, I'll help you find the advisor who is.
Book an intro call