Planning Associates Wealth Management, LLC 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

$400/hr

“The maximum hourly fee to be charged will not exceed $400.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Planning Associates Wealth Management, LLC bills

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

• “Our firm bills on cash or cash equivalents, unless otherwise agreed to in writing.”
• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the time-weighted daily average of the month.”
• “Fees are negotiable and will be deducted from client account(s).”

How Planning Associates Wealth Management, LLC’s fees compare

• Its hourly rate of $400 is above the Louisiana median of $250. 93% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Metairie that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Louisiana median of $3,250. 85% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Metairie that publish a flat or project fee charge less.

About Planning Associates Wealth Management, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning

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

84

Employees

3

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, and pension consulting

Assets managed

$72,310,859

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305339

Website

planning-associates.com (opens in new tab)

Phone

(504) 291-1525

Can advise clients in 2 states: Louisiana, Texas

Other planners in Metairie that publish fees

• Colomb Investment Management Company, LLCMetairie$100⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Crescent City Retirement GroupMetairie$200/hr
• Delta Financial Advisors, L.L.C.Metairie$200/hr
• First Security Financial Wealth Manager, Inc.Metairie$750
• FPL Capital Management, LLCMetairie$250/hr, $5,000⁠-⁠$15,000/yr
• Schayot Financial LLCMetairie$250/hr, $1,000⁠-⁠$10,000

Compare all 14 planners in Metairie