Firm
Progeny Wealth Management
Baton Rouge, Louisiana
Fee-only
Progeny Wealth Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 45 individual clients.
- Its average account is about $126,000 (assets it manages divided by its 150 accounts).
Facts
| Based in | Baton Rouge, Louisiana |
|---|---|
| Website | progenywealthmanagement.com |
| Phone | (225) 465-1090 |
Progeny Wealth Management fees
Progeny 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 · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 45 |
| Accounts managed | 150 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 317458 |