Fullington & Associates, LLC fees and pricing
Financial planner in Lake Charles, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Fullington & Associates, LLC charges a flat or project fee of $450 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $450
“Financial planning services are generally provided for a flat fee of $450, unless otherwise agreed based on the scope and complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fullington & Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears, based on the average daily account value for the quarter.”
How Fullington & Associates, LLC’s fees compare
- Its flat or project fee of $450 is below the Louisiana median of $3,250. None of the 40 other Louisiana planners that publish a flat or project fee charge less.
About Fullington & Associates, LLC
“We also provide non-continuous investment advice, including consultations regarding specific investments or financial planning matters. We offer financial planning services on either a comprehensive or limited-scope basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- 22
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $13,250,946
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130764
- Phone
- (337) 480-0317
Other planners in Louisiana that publish fees
- A.b. Ridgeway Wealth Management LLCLafayette$1,000-$2,500, $97-$833/mo
- Adkins Seale Capital Management LLCShreveport$250-$500/hr, $1,500-$5,500
- Advocacy Financial LLCCovington$250/hr, $1,000-$10,000
- Argent Advisors, Inc.Ruston$150/hr, $1,000-$5,000
- Avant Capital, LLCLafayette$200/hr, $1,500
- Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000-$2,500
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.