Lunin-pack Planning AND Advice, LLC
SEC RegisteredPlan To Retire On Your Terms
About the firm
Jesse Lunin-Pack, CFP®, is an independent fiduciary financial advisor helping families turn decades of saving into decades of living, with a focus on tax, spending, and investment planning for families within ten years of retirement or already enjoying it.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax, spending, and investment planning including Risk-Based Guardrails spending approach, Roth conversions, withdrawal sequencing, and portfolio design tailored to retirement goals
Who they serve
Families within ten years of retirement or already enjoying retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $8.4M |
| High Net Worth Individuals | 15 | $17M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $750,000 | 1.50% |
| Next $500,000 | 1.00% |
| Next $3,750,000 | 0.85% |
| Above $5,000,000 | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lunin-pack Planning AND Advice, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched