Terrell Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Terrell Financial Group serves individuals as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering personalized financial planning and discretionary investment management. The firm’s advisory services include comprehensive planning (cash flow, taxes, estate and insurance review) and liaison services when clients engage third‑party money managers.
The firm generally charges advisory fees as a percentage of assets under management and documents client goals through investment policy statements and risk tolerances; it uses fundamental, technical and cyclical analysis and conducts periodic (typically quarterly) account reviews. Financial planning is available on a fixed‑fee or hourly basis, and TFG may place clients with third‑party managers while providing ongoing oversight, reporting, and coordination.
Noteworthy aspects of the firm include an insurance‑affiliated business maintained by the managing member—who devotes part of his time to selling insurance products and receives commissions—which the firm discloses and addresses through fiduciary policies. The firm also conducts no‑cost educational seminars for the public and operates a formal referral/incentive arrangement with a third‑party manager that includes fee sharing tied to adviser AUM thresholds.
Client services
Expertise
Fee options
Negotiable fixed fee up to $2,500 for financial planning services
$0 - $100,000: 1.50% annually $100,001 - $250,000: 1.20% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,500,000: 0.70% annually $2,500,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
$200 per hour for financial planning services
Fee-only: Hourly fees of $200 per hour; Fixed fees up to $2,500 for financial planning services
Main office
3045 Ridgelake Drive, Suite 301
Metairie LA 70002
Advisors at this office
1
Most active in
Louisiana
Also doing business as
Asset Management Specialties, LLC · Full Circle Finances · Terrell Financial Group
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.
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.
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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
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