Firm
Thirtynorth Investments
New Orleans, Louisiana
Fee-only
Thirtynorth Investments at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 214 individual clients, 70 of them high net worth.
- Its average account is about $737,000 (assets it manages divided by its 635 accounts).
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | thirtynorth.com |
| [email protected] | |
| Phone | (504) 528-3685 |
Thirtynorth Investments fees
Thirtynorth Investments 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 | $468 million |
| Individual clients | 144 |
| High-net-worth clients | 70 |
| Accounts managed | 635 |
| Employees | 6 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-71921) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 155355 |