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Plan Simple Financial Partners
PLAN SIMPLE FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser in NEW ORLEANS, LA. The firm manages approximately $20 million in regulatory...
Plan Simple Financial Partners
PLAN SIMPLE FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser in NEW ORLEANS, LA. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
How is Plan Simple Financial Partners compensated?
Plan Simple Financial Partners operates on a fee-only model. Clients pay either a percentage of assets under management or a fixed fee for financial planning services. This structure removes commissions and product-sales incentives from the advisory relationship, aligning the firm's revenue directly with client outcomes.
Is Plan Simple Financial Partners a fiduciary?
As a registered investment adviser, Plan Simple Financial Partners is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in its clients' best interests, disclose conflicts of interest, and seek best execution on investment transactions.
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