Firm
FPL Capital Management
Metairie, Louisiana
Fee-only
Facts
| Based in | Metairie, Louisiana |
|---|---|
| Website | fplcm.com |
| [email protected] | |
| Phone | (504) 828-1969 |
FPL Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets |
In the firm's words
"For households with less than $5 million in managed assets, the annual advisory fee is reduced to $10,000 per year." source
"We offer comprehensive wealth and asset management services for a flat annual fee of $15,000." source
"DISCOUNTED FEE (0.70% ON AUM WITH A MAX FLAT FEE)" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 89 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 117499 |