Meriwether Wealth & Planning, LLC fees and pricing
Financial planner in Minden, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Meriwether Wealth & Planning, LLC charges $150-$500 an hour and a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“The negotiated hourly fee for these services is between $150 and $500.”
- Flat or project fee
- $1,000-$25,000
“The negotiated fixed rate for financial planning and consulting services is between $1,000 and $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Meriwether Wealth & Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of MWP's fees within five business days of signing the Investment Advisory Agreement.”
- “Clients may enter into an agreement for ongoing financial planning services that is charged at a negotiated fixed fee and payable either monthly or quarterly in arrears.”
How Meriwether Wealth & Planning, LLC’s fees compare
- Its hourly rate of $150-$500 spans the Louisiana median of $250. 80% of the 45 other Louisiana planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$25,000 spans the Louisiana median of $3,250. 88% of the 40 other Louisiana planners that publish a flat or project fee charge less.
About Meriwether Wealth & Planning, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2021 (5 years).
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
- 1.4% a year
- Clients
- 597
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $308,876,105
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310713
- Phone
- (318) 377-1803
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.