Wingo Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200⁠-⁠$2,500

“The fixed fee ranges between $1,200 to $2,500.”

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

How Wingo Asset Management, LLC bills

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

• “The financial planning agreement will show what you will be charged to complete the Scope of Services as defined in the agreement and collected upon delivery of the financial plan.”
• “The fee is negotiable and varies based on the size of the account and type of securities held in the account.”
• “The management fee is calculated and billed monthly in advance and will be calculated based upon the average daily market value of the assets held in the account over the preceding calendar month.”

How Wingo Asset Management, LLC’s fees compare

• Its flat or project fee of $1,200-$2,500 is below the Louisiana median of $3,250. 23% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• None of the 3 other planners in Shreveport that publish a flat or project fee charge less.

About Wingo Asset Management, LLC

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Cash flow and budgeting

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

2% a year

Clients

211

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$96,463,536

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306099

Website

wingowealth.com (opens in new tab)

Phone

(318) 629-8800

Can advise clients in 3 states: Arkansas, Louisiana, Texas

Other planners in Shreveport that publish fees

• Adkins Seale Capital Management LLCShreveport$250⁠-⁠$500/hr, $1,500⁠-⁠$5,500
• Castellano & AssociatesShreveport$300/hr, $7,500
• Montgomery Wealth AdvisorsShreveport$100⁠-⁠$400/hr, $1,500⁠-⁠$10,000
• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• Advocacy Financial LLCCovington$250/hr, $1,000⁠-⁠$10,000
• Argent Advisors, Inc.Ruston$150/hr, $1,000⁠-⁠$5,000

Compare all 8 planners in Shreveport