PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- METAIRIE, Louisiana
- CRD number
- 305339
- Registered since
- September 6, 2019
- Website
- planning-associates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.19%
- Individuals20.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Planning Associates Wealth Management, LLC is an independent registered investment adviser formed in 2019 and organized as an LLC with individual ownership. The firm focuses on servicing individual and family clients, providing financial planning and portfolio management across both personal and small-business relationships. Its advisory menu also lists services for businesses or institutions and pension consulting, and the firm charges clients via a mix of AUM-based fees, hourly rates, and fixed fees. Planning Associates is not listed as an active ESG investor and is not indicated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Cash & Cash Equivalents23%
- US Government Bonds16%
- Other6%
- Exchange Traded Equities2%
Owners & executives
1 of 1RALPH FREIBERT
President and Chief Investment OfficerCRD 1701784
Contacts
1 of 1ROBERT HEINTZ
Investment Advisor RepresentativeCRD 1647825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
METAIRIE, LA
JEFFERSON
Location
METAIRIE, LA
Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 3501 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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