Upbeat Wealth fees and pricing

Published fees

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

Hourly rate

$250/hr

“The hourly fee basis is a rate of $250 per hour.”

Flat or project fee

$750⁠-⁠$7,500

“The fixed fee can range from $750 – $7,500, depending on the complexity and needs of the client.”

Quarterly fee

$300/qtr

“When complexity warrants a higher fee such as clients operating as solopreneurs or requiring assistance with equity compensation and/or real estate, Upbeat Wealth will provide these services for an additional $300 per quarter.”

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

How Upbeat Wealth bills

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

• “Fees for this service may be paid by electronic funds transfer (EFT), credit card, check, or debited from an account managed by Upbeat Wealth.”
• “Upon termination of this Agreement, the fee will be prorated, and any unearned fee will be refunded to the client.”
• “The refund is calculated based on a pro-rata number of days left in the billing cycle.”

How Upbeat Wealth’s fees compare

• Its hourly rate of $250 matches the Louisiana median of $250. 40% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 1 of the 9 other planners in New Orleans that publish an hourly rate charge less.
• Its flat or project fee of $750-$7,500 spans the Louisiana median of $3,250. 55% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in New Orleans that publish a flat or project fee charge less.

About Upbeat Wealth

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

2% a year

Clients

19

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$14,615,379

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314880

Website

upbeatwealth.com (opens in new tab)

Phone

(504) 386-3856

Can advise clients in 3 states: California, Louisiana, New York

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