Capital South Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Capital South charges a fixed fee for one-time consultations ranging in the amount of $1,000 - $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capital South Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Capital South Wealth Management, LLC’s fees compare

• 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 Baton Rouge that publish a flat or project fee charge less.

About Capital South Wealth Management, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2016 (10 years).

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

1.25% a year

Clients

129

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$113,319,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304838

Website

capitalsouthwm.com (opens in new tab)

Phone

(225) 709-0703

Other planners in Baton Rouge that publish fees

• Brian Low Financial Group, LLCBaton Rouge$100/hr
• Cavanaugh Wealth Management LLCBaton Rouge$300/hr
• Fred Miller & Assoc.Baton Rouge$75/hr
• Graf Financial, L.L.C.Baton Rouge$200/hr
• Hibernia Wealth Partners, LLCBaton Rouge$500/hr
• JCN Financial & Tax Advisory Group, LLCBaton Rouge$350/hr, $500⁠-⁠$5,000

Compare all 17 planners in Baton Rouge