Suncap Management fees and pricing
Financial planner in New Orleans, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 30, 2026, Suncap Management charges $300 an hour and a flat or project fee of $2,500-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The hourly fee for these services is $300.”
- Flat or project fee
- $2,500-$50,000
“The negotiated fixed rate for creating client financial plans is between $2,500 and $50,000, commiserate with the detail and complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Suncap Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client's advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of SunCap's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of SunCap·s fees, within five business days of signing the Financial Planning Agreement.”
How Suncap Management’s fees compare
- Its hourly rate of $300 is above the Louisiana median of $250. 64% of the 45 other Louisiana planners that publish an hourly rate charge less.
- 4 of the 9 other planners in New Orleans that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$50,000 spans the Louisiana median of $3,250. 93% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- 7 of the 9 other planners in New Orleans that publish a flat or project fee charge less.
About Suncap Management
“Philosophy As a consultant, we provide independent and customized investment counsel and consulting services to defined contribution retirement plan sponsors.”
- Firm size: 4 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
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 100
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and state and local governments
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $380,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304638
- Phone
- (800) 478-6227
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.