Firm
Bienvenue Wealth LLC
New Orleans, Louisiana
Fee-only
Bienvenue Wealth LLC at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 126 individual clients, 74 of them high net worth.
- Its average account is about $292,000 (assets it manages divided by its 338 accounts).
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | bienvenuewealth.com |
| [email protected] | |
| Phone | (504) 355-0890 |
Bienvenue Wealth LLC fees
Bienvenue Wealth LLC 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 | $99 million |
| Individual clients | 52 |
| High-net-worth clients | 74 |
| Accounts managed | 338 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | May 28, 2026 |
| SEC record | CRD 153313 |