Creole Wealth Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Services are offered based on a flat fee between $1,000 and $5,000.”

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

How Creole Wealth Solutions, LLC bills

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

• “If margin is utilized, the fees will be billed based on the gross 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.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Creole Wealth Solutions, LLC’s fees compare

• Its hourly rate of $350 is above the Louisiana median of $250. 82% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 7 of the 9 other planners in New Orleans that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Louisiana median of $3,250. 43% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in New Orleans that publish a flat or project fee charge less.

About Creole Wealth Solutions, LLC

• Principal: Kirk M. Blaise
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Firm details from Form ADV

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

1.25% a year

Clients

25

Employees

1

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

$22,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305150

Phone

(504) 458-4719

Other planners in New Orleans that publish fees

• Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000⁠-⁠$2,500
• Deliberate FinancesNew Orleans$500⁠-⁠$10,000, $350⁠-⁠$1,500/mo
• Demauriac LLCNew Orleans$500⁠-⁠$1,500/hr, $208/mo
• Dumaine Investments LLCNew Orleans$300/hr, $5,000⁠-⁠$50,000
• Mort Kelly Financial Services, LLCNew Orleans$55/hr, $500/yr
• Ninety West Global WealthNew Orleans$300/hr, $500⁠-⁠$35,000

Compare all 20 planners in New Orleans