Spinosa Wealth Management Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$1,000⁠-⁠$5,000

“Flat fees range from $1,000 to $5,000.”

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

How Spinosa Wealth Management Group bills

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

• “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
• “Upon receipt of your notice of termination, LPL will process a pro-rated refund of the unearned portion of the advisory fees charged in advance at the beginning of the quarter.”
• “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

How Spinosa Wealth Management Group’s fees compare

• Its hourly rate of $350 is above the Louisiana median of $250. 82% of the 45 other Louisiana planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Louisiana median of $3,250. 43% of the 40 other Louisiana planners that publish a flat or project fee charge less.

About Spinosa Wealth Management Group

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 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

0.5% a year

Clients

152

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$191,417,058

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170903

Website

spinosawmg.com (opens in new tab)

Phone

(985) 674-6722

Can advise clients in 3 states: Florida, Louisiana, Texas

Other planners in Mandeville that publish fees

• Kropog Financial Group, LLCMandeville$300/hr, $300⁠-⁠$15,000
• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• 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
• Avant Capital, LLCLafayette$200/hr, $1,500

Compare all 104 planners in Louisiana