Firm
Deliberate Finances, LLC
New Orleans, Louisiana
Fee-only
Deliberate Finances, LLC at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 14 of them high net worth.
- Its average account is about $191,000 (assets it manages divided by its 98 accounts).
- Its website says it's taking new clients.
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | deliberatefinances.com |
Deliberate Finances, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Starting at $ 6000 / year" source
"Fees rise with net worth, income and complexity and are paid in monthly installments." 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 | Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 45 |
| High-net-worth clients | 14 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 285661 |