Planning Associates Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Planning Associates Wealth Management is a small, supported advisory firm with two advisors managing roughly $72.3 million for about 84 clients, primarily individuals including high‑net‑worth households. The firm offers discretionary and non‑discretionary asset management, comprehensive portfolio management, standalone financial planning, and employer retirement plan consulting.
Portfolios are constructed from individual stocks, bonds, ETFs, options, mutual funds and selected private securities and are continuously monitored and rebalanced; asset management and comprehensive services are billed as percentage‑of‑AUM while planning and retirement consulting are offered on hourly, flat‑fee or plan‑asset bases. The firm employs a broad analytic toolkit — fundamental, quantitative, technical and cyclical analysis — and maintains a specific fixed‑income discipline that generally keeps portfolio duration within a narrow band.
Among features that distinguish the firm, it offers held‑away account management (e.g., 401(k)s and other noncustodied assets) via the Pontera platform and elects to cover the Pontera platform fee for clients, using order‑management tools for tax‑efficient asset location and opportunistic rebalancing. The firm’s managing member/CCO holds multiple industry credentials and the Brochure discloses a Chapter 7 bankruptcy filing in 2019 that was discharged in 2020; clients can review the adviser’s Form ADV for additional information.
Client services
Expertise
Fee options
Flat fees up to $10,000 for financial planning and consulting services; flat fees up to $25,000 for retirement plan consulting
Up to $400 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $400/hour; flat fees up to $10,000 for financial planning and consulting services
Main office
See office3501 North Causeway Boulevard, Suite 104
Metairie LA 70002
Advisors at this office
1
Offices (2)
Most active in
Louisiana · Texas
Also doing business as
Planning Associates · Planning Associates Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert H
CFA®, Series 63
Pearland, TX
Planning Associates Wealth Management, LLC
Robert Heintz is a CFA® charterholder with 10 years of industry experience. He has worked at Planning Associates Wealth Management since 2020 and previously was self-employed for eight years, with earlier experience at Avalon Investment & Advisory. Planning Associates Wealth Management is a small, supported advisory firm serving primarily individual and high-net-worth clients. The firm manages portfolios using a variety of securities and analytic methods, offers both discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting.
Ralph F
CFP®, Series 63, Series 65
Metairie, LA
Planning Associates Wealth Management, LLC
Ralph Freibert III is a CFP® professional with 35 years of industry experience, currently serving at Planning Associates Wealth Management, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of his advisory role, he is a Captain/Pilot and Assistant Training and Development Officer with the Louisiana Wing, Billy Mitchell Squadron of the Civil Air Patrol and serves as CFO for FlexLife Wellness, LLC, a practitioner assisted stretching franchise. Planning Associates Wealth Management is a small firm with two advisors managing approximately $72.3 million for around 84 individual and high-net-worth clients. The firm provides discretionary and non-discretionary asset management, comprehensive portfolio management, standalone financial planning, and employer retirement plan consulting, employing a diverse analytic approach and a disciplined fixed-income strategy.
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