Cavanaugh Wealth Management LLC fees and pricing

Financial planner in Baton Rouge, Louisiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 1, 2026, Cavanaugh Wealth Management LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $300 is above the Louisiana median of $250. 64% of the 45 other Louisiana planners that publish an hourly rate charge less.
4 of the 7 other planners in Baton Rouge that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 99
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $16,400,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339348
Phone: (225) 295-6306

Can advise clients in 2 states: Louisiana, Mississippi

Is something on this page wrong or out of date?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.