Parish Investment Advisors LLC fees and pricing
Financial planner in Lafayette, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Parish Investment Advisors LLC charges $95 an hour and a flat or project fee of $1,500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $95/hr
“Our hourly fee is $95 per hour and our fixed fee ranges from $1,500 - $2,500.”
- Flat or project fee
- $1,500-$2,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Parish Investment Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, the time period covered by the fee, and the specific manner in which the fee was calculated.”
- “The fees are negotiable depending upon the complexity and scope of the plan, your financial situation, and your financial objectives.”
How Parish Investment Advisors LLC’s fees compare
- Its hourly rate of $95 is below the Louisiana median of $250. 4% of the 45 other Louisiana planners that publish an hourly rate charge less.
- None of the 2 other planners in Lafayette that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$2,500 is below the Louisiana median of $3,250. 25% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Lafayette that publish a flat or project fee charge less.
About Parish Investment Advisors LLC
- Firm size: 2 employees.
- Registered as an adviser: 2016 (10 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
- 1.35% a year
- Clients
- 114
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $88,936,852
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284770
- Phone
- (337) 205-3234
Other planners in Lafayette that publish fees
- A.b. Ridgeway Wealth Management LLCLafayette$1,000-$2,500, $97-$833/mo
- Avant Capital, LLCLafayette$200/hr, $1,500
- Stone Wealth Partners LLCLafayette$200/hr, $1,500-$2,500
- 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
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.