DW Huff Advisory fees and pricing
Financial planner in Chalmette, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, DW Huff Advisory charges a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,200
“Fixed f ee rat es rang e betw een $1,200 ] $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How DW Huff Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client s may also pay by elect ronic f unds t ransf er (EFT ) or check.”
- “For Financial Planning serv ices and Educat ional Seminars / Speaking Eng ag ement s, f ees are paid by elect ronic f unds t ransf er (EFT ) or check.”
- “For f ees paid in arrears, Client shall be charg ed a pro]rat a f ee based upon t he percent ag e of t he w ork done up t o t he dat e of t erminat ion.”
How DW Huff Advisory’s fees compare
- Its flat or project fee of $1,200 is below the Louisiana median of $3,250. 13% of the 40 other Louisiana planners that publish a flat or project fee charge less.
About DW Huff Advisory
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 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
- 1.75% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,505,118
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 332064
- Phone
- (504) 603-9990
Other planners in Louisiana that publish fees
- A.b. Ridgeway Wealth Management LLCLafayette$1,000-$2,500, $97-$833/mo
- Adkins Seale Capital Management LLCShreveport$250-$500/hr, $1,500-$5,500
- Advocacy Financial LLCCovington$250/hr, $1,000-$10,000
- Argent Advisors, Inc.Ruston$150/hr, $1,000-$5,000
- Avant Capital, LLCLafayette$200/hr, $1,500
- Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000-$2,500
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.