Planning Associates Wealth Management, LLC

Planning Associates Wealth Management, LLC (CRD# 305339) is a financial advisory firm headquartered in Metairie, LA. They manage $67,098,859 in 224 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3501 North Causeway Boulevard, Suite 104, Metairie, LA 70002
https://www.planning-associates.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $299,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Planning Associates Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ralph Freibert, financial advisor Metairie LA
Ralph C. Freibert
CRD#: 1701784
3501 North Causeway Boulevard, Suite 104, Metairie, LA 70002

Ralph Freibert (CRD# 1701784) is an Investment Advisor Representative working at Planning Associates Wealth Management, LLC in Metairie, LA and has over 26 years of experience in the finance industry.

2
Robert Heintz, financial advisor Metairie LA
Robert L. Heintz
CRD#: 1647825
3501 North Causeway Boulevard, Suite 104, Metairie, LA 70002

Robert Heintz (CRD# 1647825) is an Investment Advisor Representative working at Planning Associates Wealth Management, LLC in Metairie, LA and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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