About my services

Warren Burger is the founder of Luminary Financial Advisors, a fee-only, fiduciary registered investment advisor based in Cocoa Beach on Florida's Space Coast. As a fee-only fiduciary, Warren is legally and ethically bound to act in his clients' best interests at all times. He earns no commissions and sells no products. His compensation comes only from his clients, under a transparent flat-fee structure. Warren works primarily with two kinds of clients: professionals in the aerospace and defense industry, and pre-retirees preparing for the transition out of full-time work. For aerospace professionals, that often means making sense of equity compensation, concentrated company stock, and the tax decisions that come with it. For those approaching retirement, it means building a clear, tax-efficient plan to turn a lifetime of savings into income they will not outlive. Before founding Luminary, Warren spent 27 years on Wall Street running institutional trading desks across multiple continents. He brings that institutional-level experience to individuals and families, with an approach built on evidence-based, low-cost investing and holistic planning that connects a client's portfolio to the rest of their financial life. Luminary Financial Advisors is registered in Florida and New York and is a member of the XY Planning Network. Outside the office, Warren and his wife Maura are raising two daughters, Hannah and Addison. He volunteers with his church's Bike Ministry, rebuilding bicycles for adults in need, and enjoys surfing, cycling, skiing, and live music.

Fee Model
Flat Fee / Retainer

Starting at $4,800/yr (net worth-based)

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Form ADV Information

Information extracted from Form ADV

Total Clients

33

Average Account Size

$571,588.73

Public Documents

FORM ADV

Form ADV

PART 2 BROCHURES

Brochure

Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.

Fiduciary Verification

Verified Fiduciary Status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what's best for you.

✓ Fiduciary Verified
Member Since: 06/26
✓ No Commission Products