Firm
A.B. Ridgeway Wealth Management
Lafayette, Louisiana
Fee-only
A.B. Ridgeway Wealth Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 15 individual clients, 3 of them high net worth.
- Its average account is about $267,000 (assets it manages divided by its 15 accounts).
- It works with clients virtually as well as in person.
Facts
| Based in | Lafayette, Louisiana |
|---|---|
| Website | abrwealthmanagement.com |
| [email protected] | |
| Phone | (337) 414-3686 |
A.B. Ridgeway Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $250,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"1% of Assets Under Management*" source
"$250,000 minimum investable assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 12 |
| High-net-worth clients | 3 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 311286 |