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Planning Associates Wealth Management
Planning Associates Wealth Management, LLC is an SEC-registered investment adviser in Metairie, LA. The firm manages $72 million in assets, $68 million on a...
Overview
Planning Associates Wealth Management, LLC is an SEC-registered investment adviser in Metairie, LA. The firm manages $72 million in assets, $68 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Is Planning Associates Wealth Management a fiduciary?
Yes, as a registered investment advisor (RIA), Planning Associates is a fiduciary. Under the Investment Advisers Act of 1940, it must put client interests first, disclose conflicts of interest, and provide advice that meets the client's stated needs and objectives.
What types of clients does Planning Associates serve?
The firm serves high-net-worth individuals, families, and small institutions. Its wealth management services are tailored to clients requiring retirement planning, estate planning, tax optimization, insurance analysis, and investment management. The exact client threshold is not publicly specified.
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