Synergist Private Wealth LLC fees and pricing

Published fees

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

Flat or project fee

$500⁠-⁠$10,000

“SPW charges a negotiable fixed fee ranging from $500 to $10,000 based on complexity and specific Client needs.”

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

How Synergist Private Wealth LLC bills

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

• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
• “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”

How Synergist Private Wealth LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Louisiana median of $3,250. 58% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in New Orleans that publish a flat or project fee charge less.

About Synergist Private Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

312555

Phone

(504) 339-7373

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

Compare all 20 planners in New Orleans