PlannerFees

L&s Private Wealth, LLC fees and pricing

Financial planner in Oklahoma City, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 14, 2026, L&s Private Wealth, LLC charges a flat or project fee of $7,500, a monthly fee of $2,500⁠-⁠$10,000, and an annual fee of $24,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$7,500
“Limited engagements will be billed a maximum fixed fee of $7,500 as mutually agreed upon by the client and the firm.”
Monthly fee
$2,500⁠-⁠$10,000/mo
“For Standard Services, fees range from $2,500 to $10,000 per month.”
Annual fee
$24,000/yr
“For ongoing financial planning services, L&S charges a fixed fee not to exceed $24,000 annually as negotiated between the client and the firm.”

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

How L&s Private Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The type of planning to be done and the amount of the fee will be set forth in the agreement, and the fee is paid monthly in advance.”
  • “Advanced planning is offered as a limited 3- to 12-month engagement and will be billed a fixed fee not to exceed $75,000 as mutually agreed upon by the client and the firm.”
  • “The type of planning to be done and the amount of the fee will be set forth in the agreement, and the fee is paid monthly in advance.”

How L&s Private Wealth, LLC’s fees compare

  • Its flat or project fee of $7,500 is above the Oklahoma median of $2,875. 77% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
  • 4 of the 7 other planners in Oklahoma City that publish a flat or project fee charge less.
  • Its annual fee of $24,000 is above the Oklahoma median of $5,000. 91% of the 11 other Oklahoma planners that publish an annual fee charge less.
  • 3 of the 3 other planners in Oklahoma City that publish an annual fee charge less.

About L&s Private Wealth, LLC

“Advanced Planning Services For its advanced planning services, L&S offers clients a broad range”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2025.

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.6% a year
Clients
101
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$108,501,056
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
339946
Phone
(405) 614-3106

Can advise clients in 2 states: Oklahoma, Texas

Other planners in Oklahoma City that publish fees

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