Firm
Asset Planning Services
Covington, Louisiana
Fee-only
Asset Planning Services at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 5 employees and 141 individual clients, 68 of them high net worth.
- Its average account is about $708,000 (assets it manages divided by its 516 accounts).
Facts
| Based in | Covington, Louisiana |
|---|---|
| Phone | (985) 867-8679 |
Asset Planning Services fees
Asset Planning Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $366 million |
| Individual clients | 73 |
| High-net-worth clients | 68 |
| Accounts managed | 516 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-29419) |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 104715 |