Crescent City Retirement Group fees and pricing

Financial planner in Metairie, Louisiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 28, 2026, Crescent City Retirement Group charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Services are offered based on an hourly fee of $200 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
“Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
“The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

Its hourly rate of $200 is below the Louisiana median of $250. 18% of the 45 other Louisiana planners that publish an hourly rate charge less.
None of the 6 other planners in Metairie that publish an hourly rate charge less.

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: 3% a year
Clients: 933
Employees: 12
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $130,923,958
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 146666
Website: theretirementkeys.com (opens in new tab)
Phone: (504) 828-2171

Can advise clients in 5 states: Alabama, Florida, Louisiana, Michigan, Texas

Is something on this page wrong or out of date?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