Luke Frederick Fassett
Investment adviser representative at Everhart Advisors
11 yearsExperience
1 stateRegistered in
$2.5BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Everhart AdvisorsMay 2025 to now
- Linworth Babtist ChurchMar 2023 to May 2025
- The Ohio State UniversityAug 2019 to Dec 2022
- Dublin Jerome High SchoolAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Everhart Advisors
Legal name: Everhart Financial Group Inc
$2.5BAssets managed
2,912Clients
36Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8212138
- Firm CRD
- 107091