Sow Advisors LLC fees and pricing

Financial planner in Youngsville, Louisiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Sow Advisors LLC charges a flat or project fee of up to $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
Up to $5,000
“Fixed fee rates range from $0 to $5,000.”

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

How Sow Advisors LLC bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Sow Advisors LLC’s fees compare

  • Its flat or project fee of up to $5,000 spans the Louisiana median of $3,250. 33% of the 40 other Louisiana planners that publish a flat or project fee charge less.

About Sow Advisors LLC

  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
8
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
Assets managed
$10,201,000
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
336353
Website
sowadvisors.com (opens in new tab)
Phone
(337) 257-7102

Other planners in Louisiana that publish fees

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