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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).

Specialties Tax planning

Fee-only advisors in Louisiana

Facts

Based inChalmette, Louisiana
Websitedwhuff.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 byPercentage of assets · Hourly · Fixed fees
Assets managed$2 million
Individual clients8
Accounts managed8
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedMarch 30, 2026
SEC recordCRD 332064

Advisors at this firm (1)