{
  "crd_number": 147076,
  "slug": "luesink-stenstrom-financial-new-york-ny-147076",
  "primary_business_name": "LUESINK STENSTROM FINANCIAL",
  "legal_name": "LUESINK FINANCIAL PLANNING LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-01",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 94081746.0,
  "raum_discretionary": 94081746.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 10540104.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 83541642.0,
      "count": 29
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY"
  ],
  "websites": [
    "https://luesinkstenstrom.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147076",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/luesink-stenstrom-financial-new-york-ny-147076",
  "display_name": "Luesink Stenstrom Financial",
  "summary": "Luesink Stenstrom Financial is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Luesink Stenstrom Financial (CRD 147076): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Luesink Stenstrom Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Luesink Stenstrom Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Luesink Stenstrom Financial charge?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $700 an hour (Holistic financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Luesink Stenstrom Financial located?",
      "a": "Luesink Stenstrom Financial's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Luesink Stenstrom Financial registered with the SEC or a state?",
      "a": "Luesink Stenstrom Financial is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 147076."
    },
    {
      "q": "How much does Luesink Stenstrom Financial manage?",
      "a": "Luesink Stenstrom Financial reports $94,081,746 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Luesink Stenstrom Financial's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Luesink Stenstrom Financial: Regulatory assets under management: $52,680,040 in the October 2021 data and $94,081,746 in the October 2026 data, up 79%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Luesink Stenstrom Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (21)."
    },
    {
      "q": "Which custodians does Luesink Stenstrom Financial use?",
      "a": "Luesink Stenstrom Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Luesink Stenstrom Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147076"
    },
    {
      "q": "What changed in Luesink Stenstrom Financial's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $83,312,066 to $94,081,746 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 52680040.0,
      "total_employees": 3,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 60929463.0,
      "total_employees": 2,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 54393668.0,
      "total_employees": 2,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 70490669.0,
      "total_employees": 2,
      "filing_date": "2024-05-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 83312066.0,
      "total_employees": 2,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 94081746.0,
      "total_employees": 2,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $83,312,066 to $94,081,746 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $700 an hour (Holistic financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $700 an hour (Holistic financial planning services)"
        ],
        "quotes": [
          "Holistic financial planning services are available at a fixed fee or an hourly fee that will not exceed $700.00 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 700.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Holistic financial planning services"
        }
      ]
    },
    "quotes": [
      "Holistic financial planning services are available at a fixed fee or an hourly fee that will not exceed $700.00 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/luesink-stenstrom-financial-new-york-ny-147076.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 10540104.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 83541642.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147076",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}