Vines Capital Management, LLC fees
Financial planner in Monroe, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Vines Capital Management, LLC (Monroe, LA) charges a flat or project fee of $1,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change.
- Flat or project fee
- $1,000-
$10,000 Runs from below the Louisiana median of $5,250 to above it.
“We charge a fixed fee for financial planning services, which generally ranges between $1000 $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
How Vines Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
About Vines Capital Management, LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 182
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $192 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of May 29, 2026
- CRD number
- 298727 (opens in new tab)
- Phone
- (318) 450-4664
More planners in Louisiana that publish fees
- A.B. Ridgeway Wealth Management LLCLafayetteFlat $500-$1,500, Monthly $98-$833/mo
- Meriwether Wealth & Planning, LLCMindenHourly $150-$500/hr, Flat $1,000-$25,000
- FPL Capital Management, LLCMetairieHourly $250/hr, Annual $5,000-$15,000/yr
- Deliberate FinancesNew OrleansFlat $500-$10,000, Monthly $350-$1,500/mo
- Lailaps Capital, L.L.C.AbbevilleFlat up to $1,000
- The Geauxmez Group Wealth Management LLCGesimarHourly $150/hr, Flat up to $2,500
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.