First Security Financial Wealth Manager, Inc. fees and pricing
Financial planner in Metairie, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 20, 2026, First Security Financial Wealth Manager, Inc. charges a flat or project fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750
“AND CONSULTING FSFWM charges a fixed fee of $750 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How First Security Financial Wealth Manager, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the quarter.”
- “If this Agreement is terminated prior to the end of the fee period, FSFWM shall be entitled to a prorated fee based on the number of days during the fee period services were provided.”
- “Client may elect to be billed directly or have fees deducted from Plan Assets.”
How First Security Financial Wealth Manager, Inc.’s fees compare
- Its flat or project fee of $750 is below the Louisiana median of $3,250. 10% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- None of the 4 other planners in Metairie that publish a flat or project fee charge less.
About First Security Financial Wealth Manager, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286470
- Phone
- (504) 834-1150
Can advise clients in 2 states: Louisiana, Mississippi
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
- Delta Financial Advisors, L.L.C.Metairie$200/hr
- 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.