Ninety West Global Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“If clients would like additional meetings beyond the four (4) included in this engagement, time will be billed at $300 per hour.”

Flat or project fee

$500⁠-⁠$35,000

“The fixed fee can range between $500.00 and $35,000.”

Monthly fee

$100⁠-⁠$2,916/mo

“Annual fee payment ranges are $100.00 to $2,916.67 per month or $300.00 to $8,750.00 per quarter.”

Quarterly fee

$300⁠-⁠$8,750/qtr

From the same sentence as above.

Annual fee

$1,200⁠-⁠$35,000/yr

“Continuous Comprehensive Financial Planning consists of an ongoing annual fee that is paid monthly or quarterly, and generally paid in arrears, but can be in advance, at the rate of $1,200 to $35,000 per year.”

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

How Ninety West Global Wealth bills

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

• “Advisory fees are directly debited from Client accounts (See Item 15 for more information); or the Client may choose to pay by check at the discretion of HFP.”
• “Clients owe fees which are earned, but unpaid up until the date of termination on a pro-rata basis and clients have a responsibility to pay said fees.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Ninety West Global Wealth’s fees compare

• Its hourly rate of $300 is above the Louisiana median of $250. 64% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 4 of the 9 other planners in New Orleans that publish an hourly rate charge less.
• Its flat or project fee of $500-$35,000 spans the Louisiana median of $3,250. 90% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 6 of the 9 other planners in New Orleans that publish a flat or project fee charge less.
• Its annual fee of $1,200-$35,000 spans the Louisiana median of $7,800. 100% of the 7 other Louisiana planners that publish an annual fee charge less.
• 3 of the 3 other planners in New Orleans that publish an annual fee charge less.

About Ninety West Global Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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% a year

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$6,571,312

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300614

Website

instagram.com/horizonfinancialplanning (opens in new tab)

Phone

(504) 822-6083

Can advise clients in 2 states: Louisiana, Texas

Other planners in New Orleans that publish fees

• Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000⁠-⁠$2,500
• Creole Wealth Solutions, LLCNew Orleans$350/hr, $1,000⁠-⁠$5,000
• Deliberate FinancesNew Orleans$500⁠-⁠$10,000, $350⁠-⁠$1,500/mo
• Demauriac LLCNew Orleans$500⁠-⁠$1,500/hr, $208/mo
• Dumaine Investments LLCNew Orleans$300/hr, $5,000⁠-⁠$50,000
• Mort Kelly Financial Services, LLCNew Orleans$55/hr, $500/yr

Compare all 20 planners in New Orleans