Fred Miller & Assoc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75/hr

“However, if the client requests extensive estate and financial planning a $75.00 per hour fee will be offered.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fred Miller & Assoc.’s fees compare

• Its hourly rate of $75 is below the Louisiana median of $250. 2% of the 45 other Louisiana planners that publish an hourly rate charge less.
• None of the 7 other planners in Baton Rouge that publish an hourly rate charge less.

About Fred Miller & Assoc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• 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

2% a year

Clients

3

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$625,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118741

Phone

(225) 892-4059

Other planners in Baton Rouge that publish fees

• Brian Low Financial Group, LLCBaton Rouge$100/hr
• Capital South Wealth Management, LLCBaton Rouge$1,000⁠-⁠$10,000
• Cavanaugh Wealth Management LLCBaton Rouge$300/hr
• Graf Financial, L.L.C.Baton Rouge$200/hr
• Hibernia Wealth Partners, LLCBaton Rouge$500/hr
• JCN Financial & Tax Advisory Group, LLCBaton Rouge$350/hr, $500⁠-⁠$5,000

Compare all 17 planners in Baton Rouge