Planning Associates Wealth Management, LLC
Planning Associates Wealth Management, LLC (CRD# 305339) is a financial advisory firm headquartered in Metairie, LA. They manage $67,098,859 in 224 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Planning Associates Wealth Management, LLC
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts224ACCOUNTS
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Average Account Value$299,548
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Planning Associates Wealth Management, LLC
1
Ralph Freibert (CRD# 1701784) is an Investment Advisor Representative working at Planning Associates Wealth Management, LLC in Metairie, LA and has over 27 years of experience in the finance industry.
2
Robert Heintz (CRD# 1647825) is an Investment Advisor Representative working at Planning Associates Wealth Management, LLC in Metairie, LA and has over 37 years of experience in the finance industry.
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