Firm
Dumaine Investments
New Orleans, Louisiana
Fee-only
Dumaine Investments 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 4 employees and 133 individual clients, 52 of them high net worth.
- Its average account is about $638,000 (assets it manages divided by its 356 accounts).
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | dumaineinvestments.com |
| [email protected] | |
| Phone | (504) 521-7350 |
Dumaine Investments fees
Dumaine Investments 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 | $227 million |
| Individual clients | 81 |
| High-net-worth clients | 52 |
| Accounts managed | 356 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-117762) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 306481 |