Fortune 45, LLC. fees
Financial planner in Gonzales, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 29, 2026, Fortune 45, LLC. (Gonzales, LA) charges $500 an hour, a flat or project fee of up to $5,000, and an annual fee of up to $1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change.
- Hourly rate
- $500/hr
Above the Louisiana median of $275; all 17 other planners in Louisiana that publish an hourly rate charge less.
“Financial Advisory Services Fortune 45 charges a fixed fee for ongoing financial advisory services, which is based on an hourly rate of $500 per hour and the number of hours to complete the project.”
- Flat or project fee
- Up to $5,000
Capped at $5,000, at or below the Louisiana median of $5,250.
“Fortune 45 charges a fixed fee for financial planning services, which generally ranges up to $5,000.”
- Annual fee
- Up to $1,000/yr
“The Fee may be assessed in an amount up to $1,000 per year, at the Firm’s discretion.”
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
- 5 employees
How Fortune 45, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fortune 45's advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
About Fortune 45, LLC.
“Retirement Plan Platform Relationship Fortune 45 utilizes Vestwell, a third-party retirement plan platform and recordkeeper, to facilitate the administration of certain employer-sponsored retirement plans for which the Firm provides advisory or consulting services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 645
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $238 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 7, 2026
- CRD number
- 170693 (opens in new tab)
- Phone
- (225) 614-9599
Registered or notice filed in 6 states: Georgia, Louisiana, Michigan, Mississippi, Oklahoma, Texas
More planners in Louisiana that publish fees
- The Geauxmez Group Wealth Management LLCGesimarHourly $150/hr, Flat up to $2,500
- Lees Monsour GroupShreveportHourly up to $300/hr
- Graham FinancialShreveportHourly $250/hr, Monthly $2,500/mo
- Thompson Creek Wealth AdvisorsBaton RougeAnnual from $9,000/yr
- Meriwether Wealth & Planning, LLCMindenHourly $150-$500/hr, Flat $1,000-$25,000
- Fullington & Associates, LLCLake CharlesFlat $450
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.