Firm
Skipjack Financial
New Orleans, Louisiana
Fee-only
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | skipjackfinancial.com |
| Phone | (504) 232-4870 |
Skipjack Financial 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 $2,400 a year |
|---|---|
| One-time plan | From $500 |
| Hourly | $250 an hour |
| Account minimum | None |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly · Flat fee |
In the firm's words
"followed by an annual fee of $2,400 - $10,800" source
"Fixed fee rates range between $500 - $10,000." source
"My hourly rate is $250/hr." source
"we do not require minimums for your assets or your income" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 332271 |