Graf Financial, L.L.C. fees and pricing
Financial planner in Baton Rouge, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Graf Financial, L.L.C. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“We offer financial planning services for $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Graf Financial, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client will be invoiced directly for financial planning services rendered.”
- “Fees for financial planning services will be due and payable when services are rendered.”
- “The amount of project hours is negotiated with the client in advance and is dependent on a number of factors, including, but not limited to, the amount of work involved and the complexity of the project.”
How Graf Financial, L.L.C.’s fees compare
- Its hourly rate of $200 is below the Louisiana median of $250. 18% of the 45 other Louisiana planners that publish an hourly rate charge less.
- 3 of the 7 other planners in Baton Rouge that publish an hourly rate charge less.
About Graf Financial, L.L.C.
“We primarily offer investment management services and counseling to individuals, trusts, retirement plans (IRAs, pensions, and profit sharing plans), corporations, and other institutions. In addition to investment management services, we offer personal financial planning services and investment consulting services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Divorce
- 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
- Clients
- 75
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $80,282,242
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153441
- Phone
- (225) 223-6048
Can advise clients in 3 states: Louisiana, Mississippi, Texas
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
- Fred Miller & Assoc.Baton Rouge$75/hr
- Hibernia Wealth Partners, LLCBaton Rouge$500/hr
- JCN Financial & Tax Advisory Group, LLCBaton Rouge$350/hr, $500-$5,000
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.