Firm
Cavanaugh Wealth Management
Baton Rouge, Louisiana
Fee-only
Cavanaugh 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 99 individual clients.
- Its average account is about $166,000 (assets it manages divided by its 99 accounts).
Facts
| Based in | Baton Rouge, Louisiana |
|---|---|
| Phone | (225) 295-6306 |
Cavanaugh Wealth Management fees
Cavanaugh Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 99 |
| Accounts managed | 99 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 339348 |