Lutz Financial

Registered investment advisor · Omaha, Nebraska · CRD #117273

Assets Under Management

$3.2B

Client Accounts

2,689

Employees

CRD Number

117273

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Ascensus Broker Dealer Services, Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Lutz Financial

Lutz Financial, based in Nebraska, offers investment advisory and financial planning services, emphasizing fiduciary duty and tailored solutions. Founded in 1980, it is a leading locally owned firm in business solutions. Recognized for its financial expertise and client-focused approach.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Lutz Financial

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Frequently Asked Questions

What is Lutz Financial's AUM?

Lutz Financial reports approximately $3.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Lutz Financial headquartered?

Lutz Financial is headquartered in Omaha, Nebraska.

What is Lutz Financial's CRD number?

Lutz Financial's CRD number is 117273. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.