Planning For Wealth, LLC (Monroe)
Planning For Wealth, LLC is an adviser based in Monroe. It manages $29.56 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Louisiana and Texas.
Planning For Wealth provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Planning For Wealth: assets under management
The assets under management (AUM) of Planning For Wealth, LLC is $29.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Planning For Wealth, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Monroe
The principal office where Planning For Wealth, LLC performs its advisory services is located at 1900 Roselawn Avenue, Monroe, LA 71201, which is also the mailing address of the firm. An additional office of the firm is in Vicksburg, MS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 318-340-0324 or by fax 318-340-0242. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.
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