Firm
GT Financial
Mandeville, Louisiana
Fee-only
GT Financial 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 24 individual clients, 9 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 35 accounts).
Facts
| Based in | Mandeville, Louisiana |
|---|---|
| Phone | (985) 674-1701 |
GT Financial fees
GT Financial 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 |
|---|---|
| Assets managed | $50 million |
| Individual clients | 15 |
| High-net-worth clients | 9 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 117096 |