Graham Financial fees
Financial planner in Shreveport, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Graham Financial (Shreveport, LA) charges $250 an hour and a monthly fee of $2,500 for financial planning.
- Website: grahamfinancialservices.com (opens in new tab)
- Call (318) 658-8157
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Louisiana median of $275; 3 of the 17 other planners in Louisiana that publish an hourly rate charge less. None of the 3 other planners in Shreveport charge less, and 1 charges the same.
“Hourly engagements are billed at a rate of $250 per hour.”
- Monthly fee
- $2,500/mo
“Ongoing retainers arrangements are set in $2,500/month increments for approximately 10-12 hours of time per month.”
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
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How Graham Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees and timing of payment may be negotiable at the sole discretion of the Advisor.”
- “Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Financial planning fees for project based engagements are invoiced by the Advisor upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 307088 (opens in new tab)
- Phone
- (318) 658-8157
Other planners in Shreveport that publish fees
- Adkins Seale Capital Management LLCShreveportHourly $250-$500/hr, Flat $1,500-$5,500
- Castellano & AssociatesShreveportHourly $300/hr, Flat up to $7,500
- Lees Monsour GroupShreveportHourly up to $300/hr
- Montgomery Wealth AdvisorsShreveportHourly $100-$400/hr, Flat $1,500-$10,000
More planners in Louisiana that publish fees
- Fortune 45, LLC.GonzalesHourly $500/hr, Flat up to $5,000
- Ninety West Global WealthNew OrleansHourly $300/hr, Flat $500-$35,000
- Thompson Creek Wealth AdvisorsBaton RougeAnnual from $9,000/yr
- Sow Advisors LLCYoungsvilleFlat up to $5,000
- A.B. Ridgeway Wealth Management LLCLafayetteFlat $500-$1,500, Monthly $98-$833/mo
- Skipjack FinancialNew OrleansHourly $250/hr, Flat $500-$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.