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Wealth Planners, LLC (New Orleans)


Wealth Planners, LLC is a large advisory firm based in New Orleans. It manages $75 million of regulatory assets for 553 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Louisiana, Mississippi, and Texas.

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Wealth Planners provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Planners: assets under management

The assets under management (AUM) of Wealth Planners, LLC is $75 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.39 million in discretionary accounts and $22.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $230.75 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wealth Planners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New Orleans

The principal office where Wealth Planners, LLC performs its advisory services is located at 1460 Energy Centre, New Orleans, LA 70163, which is also the mailing address of the firm. An additional office of the firm is in Baton Rouge, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-528-3685 or by fax 504-528-3690. The normal business hours are 8:30-4:30 on Monday - Friday. You can find more information about the New York firm at www.professionalinvesting.com.


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