Stokes Family Office LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“If the client elects to receive Family Office Services on an hourly basis, the Firm’s hourly rates range from $250 to $500 per hour.”

Flat or project fee

$500⁠-⁠$100,000

“Fixed fees generally range from $500 to $100,000, depending upon the scope and complexity of the services and the professional rendering of the family office services.”

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

How Stokes Family Office LLC bills

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

• “The Firm’s standard tiered fee schedule is included below and is negotiable on a limited basis depending on the nature of the Wealth Management Services to be rendered and the complexity of the client’s financial situation.”
• “If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is not adjusted to reflect the interim change in portfolio value.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is refunded to the client, as appropriate.”

How Stokes Family Office LLC’s fees compare

• Its hourly rate of $250-$500 is above the Louisiana median of $250. 89% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 8 of the 9 other planners in New Orleans that publish an hourly rate charge less.
• Its flat or project fee of $500-$100,000 spans the Louisiana median of $3,250. 98% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in New Orleans that publish a flat or project fee charge less.

About Stokes Family Office LLC

• Firm size: 14 employees.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

724

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$3,351,688,868

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300899

Website

stokesfamilyoffice.com (opens in new tab)

Phone

(504) 399-4100

Can advise clients in 11 states: California, Florida, Georgia, Louisiana, Mississippi, Montana, North Carolina, New York, South Carolina, Tennessee, Texas

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

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