Schayot Financial LLC fees and pricing
Financial planner in Metairie, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Schayot Financial LLC charges $250 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning and Consulting Fee Schedule Hourly $250 per hour Fixed Fee $1,000 - $10,000 5 FEE BILLING & PAYMENT Our asset management fees are annual fees and are paid quarterly in advance.”
- Flat or project fee
- $1,000-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schayot Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees will be invoiced upon completion of the financial plan or the rendering of consulting services with a thirty (30) day written notice.”
- “For one-time projects, the Client agrees to pay one-half of the total fee upon signing the Financial Planning and Consulting Agreement and the remaining fee upon delivery of the plan.”
- “Financial planning and consulting fees are paid via check or by direct invoicing via an electronic payment processor.”
How Schayot Financial LLC’s fees compare
- Its hourly rate of $250 matches the Louisiana median of $250. 40% of the 45 other Louisiana planners that publish an hourly rate charge less.
- 4 of the 6 other planners in Metairie that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Louisiana median of $3,250. 63% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Metairie that publish a flat or project fee charge less.
About Schayot Financial LLC
“We provide various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- 1.5% a year
- Clients
- 114
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $72,835,891
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337315
- Phone
- (504) 830-7550
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
- Planning Associates Wealth Management, LLCMetairie$400/hr, $10,000
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.