Delta Financial Advisors, L.L.C. fees and pricing
Financial planner in Metairie, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 21, 2026, Delta Financial Advisors, L.L.C. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“If you wish to terminate the contract between the fifth day after signing and the end of the quarter, you may be charged a setup fee which will be based on the hours involved billed at $200.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Delta Financial Advisors, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are computed and billed quarterly in advance.”
- “All fees are due within 30 days of the date on the invoice.”
- “If you decide to cancel the contract within the first five business days after signing, cancellation may be allowed without fee or charge and a full refund of any payment may be made.”
How Delta Financial Advisors, L.L.C.’s fees compare
- 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.
About Delta Financial Advisors, L.L.C.
- Firm size: 5 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2003 (23 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 211
- Employees
- 5
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $592,287,336
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122092
- Phone
- (504) 522-9019
Can advise clients in 5 states: Alabama, Florida, Louisiana, Tennessee, Texas
Other planners in Metairie that publish fees
- Colomb Investment Management Company, LLCMetairie$100-$300/hr, $1,500-$5,000
- Crescent City Retirement GroupMetairie$200/hr
- First Security Financial Wealth Manager, Inc.Metairie$750
- FPL Capital Management, LLCMetairie$250/hr, $5,000-$15,000/yr
- Planning Associates Wealth Management, LLCMetairie$400/hr, $10,000
- Schayot Financial LLCMetairie$250/hr, $1,000-$10,000
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.