Melissa
Taro

Lumina Financial Consultants, LLC

CRD#5902140
Investment Advisor
in Mill Valley, CA

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About this Advisor

Melissa Taro is a certified financial planner who works out of Mill Valley, California, with 2 years of industry experience. Taro is an employee of Lumina Financial Consultants, LLC. Over the course of their career, Taro has held roles at Harris Sbsb, Fjy Financial, Virtual Fp LLC and Lumina Financial Consultants, LLC. Taro is able to operate in California, New York and Virginia. Lumina Financial Consultants, LLC is an advisory company based in Mill Valley, CA. The investment advisory business has offices in two locations and a total of six people on staff. It has $132 million in total assets between its 181 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 181 accounts, 60% are held by high-net-worth investors who have more than $1 million in assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules typically vary depending on the type of financial services offered. Fee types billed by Lumina Financial Consultants, LLC likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Shoreline Highway Suite 100B
Mill Valley, CA 94941

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Lumina Financial Consultants, LLC Brokerage Details

Total Assets Under Management

$132,171,980

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

181

CA Average: 3,727
Average Account Size

$730,232

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Melissa Taro Work History

Melissa has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Lumina Financial Consultants, LLC

2019 - Present (5 years)

Virtual Fp LLC

2014 - 2017 (3 years)

Fjy Financial

2007 - 2014 (7 years)

Harris Sbsb

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Taro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lumina Financial Consultants, LLC

Jean Schwarz
Mill Valley, CA
Hilary Tuohy
Rye, NY
Laurie Fried
Mill Valley, CA
Patricia Moores
Rye, NY
Melissa Taro
Mill Valley, CA
Colette Kolanko
Alexandria, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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