Planning For Wealth, LLC

Planning For Wealth, LLC (CRD# 117109) is a financial advisory firm headquartered in Monroe, LA. They manage $39,170,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $326,417
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Planning For Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jo A. Pickering
CRD#: 4472298
1900 Roselawn Avenue, Monroe, LA 71201
93
Wealthminder
score

Jo Pickering (CRD# 4472298) is an Investment Advisor Representative working at Planning For Wealth, LLC in Monroe, LA and has over 8 years of experience in the finance industry.

2
Ben Hulsey
CRD#: 4472294
1900 Roselawn Avenue, Monroe, LA 71201
87
Wealthminder
score

Ben Hulsey (CRD# 4472294) is an Investment Advisor Representative working at Planning For Wealth, LLC in Monroe, LA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.