Firm
Planning Associates Wealth Management
Metairie, Louisiana
Fee-only
Planning Associates Wealth Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 84 individual clients, 25 of them high net worth.
- Its average account is about $275,000 (assets it manages divided by its 263 accounts).
Facts
| Based in | Metairie, Louisiana |
|---|---|
| Website | planning-associates.com |
| Phone | (504) 291-1525 |
Planning Associates Wealth Management fees
Planning Associates Wealth Management 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 | $72 million |
| Individual clients | 59 |
| High-net-worth clients | 25 |
| Accounts managed | 263 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-117303) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 305339 |