Bonfanti Investment Services, LLC fees and pricing
Financial planner in Prairieville, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, Bonfanti Investment Services, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“FINANCIAL PLANNING and CONSULTING Financial planning and consulting services are offered to all clients based on a negotiable hourly fee of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bonfanti Investment Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “For accounts closed mid-quarter, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”
How Bonfanti Investment Services, LLC’s fees compare
- Its hourly rate of $150 is below the Louisiana median of $250. 9% of the 45 other Louisiana planners that publish an hourly rate charge less.
About Bonfanti Investment Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 301
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $65,660,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284395
- Phone
- (225) 612-3984
Other planners in Prairieville that publish fees
- Palmer Wealth Management LLCPrairieville$225/hr, $1,000-$10,000
- 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
- Advocacy Financial LLCCovington$250/hr, $1,000-$10,000
- 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.