Firm
Delta Financial Advisors
Metairie, Louisiana
Fee-only
Delta Financial Advisors at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 5 employees and 211 individual clients, 98 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 549 accounts).
Facts
| Based in | Metairie, Louisiana |
|---|---|
| Website | deltafinad.com |
| [email protected] | |
| Phone | (504) 522-9019 |
Delta Financial Advisors fees
Delta Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $592 million |
| Individual clients | 113 |
| High-net-worth clients | 98 |
| Accounts managed | 549 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-61891) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 122092 |