Firm
Upbeat Wealth
New Orleans, Louisiana
Fee-only
Upbeat Wealth at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 19 individual clients.
- Its average account is about $154,000 (assets it manages divided by its 95 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | upbeatwealth.com |
| [email protected] | |
| Phone | (504) 386-3856 |
Upbeat Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Years 2+ $4,200 $5,400 $6,000" source
"$0 – $1M 0.75%" source
"These are baseline fees per household size and are billed monthly or quarterly in advance." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 19 |
| Accounts managed | 95 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 314880 |