Firm
DW Huff Advisory
Chalmette, Louisiana
Fee-only
DW Huff Advisory at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $188,000 (assets it manages divided by its 8 accounts).
Facts
| Based in | Chalmette, Louisiana |
|---|---|
| Website | dwhuff.com |
| Phone | (504) 603-9990 |
DW Huff Advisory fees
DW Huff Advisory 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 | $2 million |
| Individual clients | 8 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 332064 |