Terrell Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

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

How Terrell Financial Group bills

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

• “Clients placed with third party money managers will be billed in accordance with the thirdparty money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Terrell Financial Group’s fees compare

• Its hourly rate of $200 is below the Louisiana median of $250. 18% of the 45 other Louisiana planners that publish an hourly rate charge less.
• None of the 6 other planners in Metairie that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Louisiana median of $3,250. 33% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Metairie that publish a flat or project fee charge less.

About Terrell Financial Group

• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

3% a year

Clients

157

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$22,704,019

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148425

Website

terrellfinancial.com (opens in new tab)

Phone

(504) 838-0411

Other planners in Metairie that publish fees

• Colomb Investment Management Company, LLCMetairie$100⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Crescent City Retirement GroupMetairie$200/hr
• Delta Financial Advisors, L.L.C.Metairie$200/hr
• First Security Financial Wealth Manager, Inc.Metairie$750
• FPL Capital Management, LLCMetairie$250/hr, $5,000⁠-⁠$15,000/yr
• Planning Associates Wealth Management, LLCMetairie$400/hr, $10,000

Compare all 14 planners in Metairie