Skipjack Financial fees and pricing
Financial planner in New Orleans, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Skipjack Financial charges $250 an hour, a flat or project fee of $500-$4,000, and an annual fee of $2,400-$10,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500-$4,000
“Comprehensive Financial Planning Ongoing, comprehensive financial planning consists of an upfront fee of $500 - $4,000, depending on the individual needs and complexity of the Client, followed by an annual fee that can be paid monthly or quarterly.”
- Annual fee
- $2,400-$10,800/yr
“The annual fee ranges from $2,400 to $10,800 and is billed in advance either monthly at a rate of $200 to $900 or quarterly at a rate of $600 to $2,700, depending on the client's preference and as agreed upon in the signed Advisory Contract.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Skipjack Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Project-based Financial Planning and Educational Seminars / Speaking Engagements are paid via EFT, credit card, or check.”
How Skipjack Financial’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.
- 1 of the 9 other planners in New Orleans that publish an hourly rate charge less.
- Its flat or project fee of $500-$4,000 spans the Louisiana median of $3,250. 30% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- 1 of the 9 other planners in New Orleans that publish a flat or project fee charge less.
- Its annual fee of $2,400-$10,800 spans the Louisiana median of $7,800. 43% of the 7 other Louisiana planners that publish an annual fee charge less.
- 2 of the 3 other planners in New Orleans that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Skipjack Financial
- Principal: Michael Ripski
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $3,105,903
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332271
- Phone
- (504) 232-4870
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
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.