Stability Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stability Financial provides financial planning, consulting and discretionary investment management to individuals as well as to institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm emphasizes a goals‑based process and offers standalone planning or integrated wealth management engagements tailored to client needs.
The firm manages client portfolios using a mix of independent managers, mutual funds, ETFs, individual securities and options, and may recommend private placements to qualified accredited investors; it uses both fundamental and technical analysis and maintains similarly managed model portfolios. Stability Financial monitors accounts on an ongoing basis with regular reviews and may employ margin or other portfolio strategies where appropriate.
Notably, despite its solo‑practitioner structure, the firm manages institutional relationships and offers performance‑based fee arrangements for qualified clients, which is less common among peers of similar size. The firm also participates in the Charles Schwab institutional program (receiving software, systems support and other economic benefits) and has affiliated business consulting activities and supervised persons who may sell insurance products on a commission basis, all of which are disclosed as potential conflicts in its brochure.
Client services
Expertise
Fee options
Fixed fees ranging from $250 to $25,000 for financial planning and consulting.
$0 - $5,000,000: 2.00% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Certain Supervised Persons may offer insurance products under separate commission arrangements.
$100 to $300 per hour
Performance fee of 20% of net portfolio gains plus a base fee (0.50% to 1.00% annually based on portfolio size).
Main office
5201 West Bank Expressway, Suite 203
Marrero LA 70072
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
2 Tactical Advisor, LLC · Stability Financial, 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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
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