Fee-only adviser · Metairie, LA
Planning Associates Wealth Management, LLC
Planning Associates Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of Louisiana, Texas, with its main office in Metairie, Louisiana. On its latest Form ADV, filed March 31, 2026, it reports $72M in regulatory assets under management, 84 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, Texas |
|---|---|
| Firm CRD number | 305339 · SEC file 801-117303 |
| Office | 3501 North Causeway Boulevard Suite 104 Metairie, LA 70002 |
| Phone | (504) 291-1525 |
| Website | www.planning-associates.com |
| Regulatory assets under management | $72M ($68M discretionary) |
| Individual clients | 59 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Metairie
- Adg Wealth Management Group, LLC $336M
- Regatta Research & Money Management L.L.C. $211M
- FPL Capital Management, LLC $1.1B
- Delta Financial Advisors, L.L.C. $592M
- Crescent Sterling Ltd. $210M
- Guilbault Capital $304M
See all 10 fee-only advisers in Metairie →
Nearby
- New Orleans 16 firms
- Chalmette 1 firm
- Mandeville 3 firms
- Madisonville 1 firm
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