Thompson Creek Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$9,000/yr

“Thompson Creek’s minimum retainer fee is $9,000 per year.”

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

How Thompson Creek Wealth Advisors bills

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

• “Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to client.”
• “In unusual cases, Thompson Creek may provide financial planning services for a negotiable hourly fee or fixed fee for clients who are not ongoing clients on a project basis.”
• “Thompson Creek Wealth Advisors Page 7 Hourly fee-based or fixed fee financial planning clients are billed on a monthly basis upon completion of work performed.”

How Thompson Creek Wealth Advisors’ fees compare

• Its annual fee of $9,000 is above the Louisiana median of $7,800. 57% of the 7 other Louisiana planners that publish an annual fee charge less.

About Thompson Creek Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 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

1% a year

Clients

58

Employees

1

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and insurance companies

Services reported to regulators

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

Assets managed

$83,696,105

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151363

Website

thompsoncreekwealth.com (opens in new tab)

Phone

(225) 302-8946

Other planners in Baton Rouge that publish fees

• Brian Low Financial Group, LLCBaton Rouge$100/hr
• Capital South Wealth Management, LLCBaton Rouge$1,000⁠-⁠$10,000
• Cavanaugh Wealth Management LLCBaton Rouge$300/hr
• Fred Miller & Assoc.Baton Rouge$75/hr
• Graf Financial, L.L.C.Baton Rouge$200/hr
• Hibernia Wealth Partners, LLCBaton Rouge$500/hr

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