ILLUMINATION WEALTH MANAGEMENT
SEC RegisteredPlan Well | Build Wealth | Live Wealthy
About the firm
Illumination Wealth Management is a financial planning firm founded in 2009 by Matt Rinkey with a mission to empower people with financial clarity so they can build their wealth and live their best financial life. The firm offers one-on-one, unbiased financial planning and wealth management services, operating on a flat fixed fee model with no commissions or hidden fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial life planning, coordinated investment and portfolio management, customized employer retirement plans, cash flow and lifestyle planning, tax planning, business and succession planning, trust and estate planning, insurance advising, and employee benefits maximization.
Who they serve
Entrepreneurs, real estate investors, executives, and retirees at different stages of their financial journey.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 66 | $21M |
| High Net Worth Individuals | 137 | $440M |
| Charitable Organizations | 12 | $9.5M |
30 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management: $0 - $99,999 | — |
| Investment Management: $100,000 - $249,999 | 1.50% |
| Investment Management: $250,000 - $499,999 | 1.35% |
| Investment Management: $500,000 - $999,999 | 1.20% |
| Investment Management: $1,000,000 - $2,999,999 | 1.00% |
| Investment Management: $3,000,000+ | 0.90% |
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ILLUMINATION WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.