Equilibrium Financial Planning fees
Financial planner in Kenner, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2026, Equilibrium Financial Planning (Kenner, LA) charges $400 an hour and a flat or project fee of $4,000-$8,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the Louisiana median of $275; 16 of the 17 other planners in Louisiana that publish an hourly rate charge less.
“Our hourly rate is $400.”
- Flat or project fee
- $4,000-
$8,000 Runs from below the Louisiana median of $5,250 to above it.
“Fixed fee rates range between $4,000 - $8,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2023 (3 years)
How Equilibrium Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $13.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 8, 2026
- CRD number
- 327454 (opens in new tab)
- Phone
- (504) 229-2494
More planners in Louisiana that publish fees
- Vines Capital Management, LLCMonroeFlat $1,000-$10,000
- Common Cents Financial PlanningAbita SpringsHourly up to $250/hr
- Upbeat WealthNew OrleansHourly $250/hr, Flat $750-$7,500
- A More Certain PathJeffersonAnnual $600-$3,000/yr
- The Geauxmez Group Wealth Management LLCGesimarHourly $150/hr, Flat up to $2,500
- Adkins Seale Capital Management LLCShreveportHourly $250-$500/hr, Flat $1,500-$5,500
Is something on this page wrong or out of date?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.