Advocacy Financial LLC fees and pricing
Financial planner in Covington, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Advocacy Financial LLC charges $250 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate of financial planning is $250.00 per hour.”
- Flat or project fee
- $1,000-$10,000
“Fees are negotiable, but generally, fixed fee arrangements usually range from $1000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advocacy Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advocacy Financial will send the client a written invoice including the fee, the formula used to calculate the fee and the time period covered by the fee, and if applicable, the amount of assets on which the fee was based.”
- “Clients may terminate agreements at any time, and if an agreement is terminated prior to completion, Advocacy Financial will invoice for all earned fees as of the date of termination.”
- “Advocacy Financial will send the client a written invoice itemizing the fee, including the formula used to calculate the fee, the time period covered by the fee, and the amount of assets under management on which the fee was based.”
How Advocacy Financial LLC’s fees compare
- Its hourly rate of $250 matches the Louisiana median of $250. 40% of the 45 other Louisiana planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Louisiana median of $3,250. 63% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Covington that publish a flat or project fee charge less.
About Advocacy Financial LLC
“The financial practice has served clients by providing financial planning, investment advisory, and risk management capabilities enabled through third-party providers. Advocacy Financial offers a broad array of financial planning and investment advisory services to clients.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 124
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $103,416,660
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305954
- Phone
- (888) 787-4590
Other planners in Covington that publish fees
- Beam Wealth Advisors, Inc.Covington$100-$400/hr, $600-$15,000
- Smith Securities LLCCovington$500
- A.b. Ridgeway Wealth Management LLCLafayette$1,000-$2,500, $97-$833/mo
- Adkins Seale Capital Management LLCShreveport$250-$500/hr, $1,500-$5,500
- Argent Advisors, Inc.Ruston$150/hr, $1,000-$5,000
- Avant Capital, LLCLafayette$200/hr, $1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.