FPL Capital Management, LLC fees and pricing
Financial planner in Metairie, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 15, 2026, FPL Capital Management, LLC charges $250 an hour and an annual fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Additionally, our financial planning and consulting service rate is $250 per hour.”
- Annual fee
- $5,000-$15,000/yr
“For Wealth & Asset Management services, we charge an annual fee that ranges between $5,000 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How FPL Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed in arrears at the end of the calendar quarter.”
- “Unless otherwise noted in writing, our firm bills on cash.”
- “Accounts initiated or terminated during a calendar year will be charged a prorated fee.”
How FPL Capital Management, LLC’s fees compare
- Its hourly rate of $250 matches the Louisiana median of $250. 40% of the 45 other Louisiana planners that publish an hourly rate charge less.
- 4 of the 6 other planners in Metairie that publish an hourly rate charge less.
- Its annual fee of $5,000-$15,000 spans the Louisiana median of $7,800. 71% of the 7 other Louisiana planners that publish an annual fee charge less.
About FPL Capital Management, LLC
“Capital Management provides investment advisory services to individual clients, trusts, retirement plans, and business entities.”
- Principal: Michael D. George
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 0.7% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 268
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,082,665,992
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117499
- Phone
- (504) 828-1969
Can advise clients in 14 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Missouri, North Carolina, Pennsylvania, Texas, Utah
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
- First Security Financial Wealth Manager, Inc.Metairie$750
- 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.