Metairie, LA Office

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.