Deliberate Finances fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“The fixed fee can range between $500 and $10,000.”

Monthly fee

$350⁠-⁠$1,500/mo

“Ongoing fees are paid monthly, in arrears, at a rate between $350 - $1,500 per month depending on complexity of the individual client’s needs.”

Annual fee

$2,000/yr

“Typically the minimum annual fee for Retirement Plan Consulting Services is $2,000.”

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

How Deliberate Finances bills

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

• “The fee may be negotiable in certain cases.”
• “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
• “The firm has legacy clients who pay fees in advance; however, new clients as of August 2026 will be billed in arrears.”

How Deliberate Finances’ fees compare

• Its flat or project fee of $500-$10,000 spans the Louisiana median of $3,250. 58% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in New Orleans that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Louisiana median of $7,800. 14% of the 7 other Louisiana planners that publish an annual fee charge less.
• 1 of the 3 other planners in New Orleans that publish an annual fee charge less.

About Deliberate Finances

• 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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Minimum

$2,000 minimum fee (stated in brochure)

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$18,727,962

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285661

Website

deliberatefinances.com (opens in new tab)

Phone

(504) 264-2385

Other planners in New Orleans that publish fees

• Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000⁠-⁠$2,500
• Creole Wealth Solutions, LLCNew Orleans$350/hr, $1,000⁠-⁠$5,000
• 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