Firm
SOW Advisors
Youngsville, Louisiana
Fee-only
SOW Advisors 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 8 individual clients, 3 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 42 accounts).
Facts
| Based in | Youngsville, Louisiana |
|---|---|
| Website | sowadvisors.com |
| Phone | (337) 257-7102 |
SOW Advisors fees
SOW Advisors 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 | $10 million |
| Individual clients | 5 |
| High-net-worth clients | 3 |
| Accounts managed | 42 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 336353 |