Lees Monsour Group fees
Financial planner in Shreveport, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 10, 2026, Lees Monsour Group (Shreveport, LA) charges up to $300 an hour for financial planning.
- Website: leesmonsourgroup.com (opens in new tab)
- Call (318) 506-8635
- 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 February 10, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Can go up to $300; the Louisiana median is $275.
“Hourly fees range up to $300 per hour.”
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
- 4 employees
- Registered since
- 2022 (4 years)
How Lees Monsour Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Fees may be negotiable depending on the size and complexity of the Plan.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 330
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $681 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 5, 2026
- CRD number
- 318023 (opens in new tab)
- Phone
- (318) 506-8635
Registered or notice filed in 4 states: Alaska, Arkansas, Louisiana, Texas
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
- Graham FinancialShreveportHourly $250/hr, Monthly $2,500/mo
- Montgomery Wealth AdvisorsShreveportHourly $100-$400/hr, Flat $1,500-$10,000
More planners in Louisiana that publish fees
- Hassell Wealth ManagementHoumaAnnual from $5,000/yr
- Dumaine Investments LLCNew OrleansHourly $300/hr, Flat $5,000-$50,000
- The Archer Consulting Group, LLCThibodauxHourly $250/hr
- Ninety West Global WealthNew OrleansHourly $300/hr, Flat $500-$35,000
- Deliberate FinancesNew OrleansFlat $500-$10,000, Monthly $350-$1,500/mo
- The Geauxmez Group Wealth Management LLCGesimarHourly $150/hr, Flat up to $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.