Creole Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Creole Wealth Solutions is a small independent registered investment adviser managing about $22.5 million for roughly 25 clients, serving individuals, high‑net‑worth clients, and retirement plan sponsors. The firm offers discretionary asset management, comprehensive financial planning, and ERISA plan services for qualified retirement plans.
Investment programs are tailored to documented client goals and risk tolerances and may employ fundamental and cyclical analysis; the firm acts with discretionary trading authority for managed accounts and performs quarterly reviews that include rebalancing and annual tax‑loss harvesting consideration. Creole Wealth also delivers written financial plans (typically within 60 days) and conducts seminars and workshops intended to educate participants and the public.
Notably for a solo independent adviser, the firm provides pension consulting and can serve as either a limited‑scope 3(21) advisor or a discretionary 3(38) investment manager for retirement plans, and it maintains an affiliated insurance business that results in commission‑based compensation representing a small portion of the firm’s time and remuneration. The brochure discloses these ancillary activities and describes mitigating policies—fiduciary duties, disclosures, and personal‑trading controls—while allowing clients to impose written investment restrictions.
Client services
Expertise
Fee options
Financial planning services flat fee between $1,000 and $5,000
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
$350 per hour for financial planning services
Fee-only: Financial planning hourly fee: $350/hour; Financial planning fixed fee: $1,000 to $5,000 flat fee
Main office
New Orleans LA
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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