# Luesink Stenstrom Financial

> 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.

- CRD: 147076
- Filed as: LUESINK STENSTROM FINANCIAL
- Legal name: Luesink Financial Planning LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147076
- AdvisorCensus page: https://advisorcensus.com/firm/luesink-stenstrom-financial-new-york-ny-147076

## Quick answers

**How is Luesink Stenstrom Financial compensated?**
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).

**How much does Luesink Stenstrom Financial charge?**
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.

**Where is Luesink Stenstrom Financial located?**
Luesink Stenstrom Financial's principal office is in New York, NY, according to its Form ADV.

**Is Luesink Stenstrom Financial registered with the SEC or a state?**
Luesink Stenstrom Financial is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 147076.

**How much does Luesink Stenstrom Financial manage?**
Luesink Stenstrom Financial reports $94,081,746 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Luesink Stenstrom Financial's assets and staff changed since 2021?**
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.

**What types of clients does Luesink Stenstrom Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (21).

**Which custodians does Luesink Stenstrom Financial use?**
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.

**Does Luesink Stenstrom Financial report any disciplinary disclosures?**
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

**What changed in Luesink Stenstrom Financial's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $83,312,066 to $94,081,746 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Hourly rate: $700 an hour (Holistic financial planning services)

> Holistic financial planning services are available at a fixed fee or an hourly fee that will not exceed $700.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $94,081,746
- Discretionary: $94,081,746
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $10,540,104 |
| High net worth individuals | 29 | $83,541,642 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [luesinkstenstrom.com](https://luesinkstenstrom.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $52,680,040 | 3 | March 11, 2021 |
| October 2022 | $60,929,463 | 2 | March 17, 2022 |
| October 2023 | $54,393,668 | 2 | March 23, 2023 |
| October 2024 | $70,490,669 | 2 | May 16, 2024 |
| October 2025 | $83,312,066 | 2 | May 20, 2025 |
| October 2026 | $94,081,746 | 2 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $83,312,066 to $94,081,746 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luesink Stenstrom Financial (CRD 147076): Form ADV filing data as of October 2026.