C
Creole Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,500,000
Clients
25
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$900,000
About
Creole Wealth Solutions is a small independent registered investment adviser managing about $22.5 million for roughly 25 clients, serving individuals, high‑net‑worth clients, and retirement plan sponsors. The firm offers discretionary asset management, comprehensive financial planning, and ERISA plan services for qualified retirement plans.
Investment programs are tailored to documented client goals and risk tolerances and may employ fundamental and cyclical analysis; the firm acts with discretionary trading authority for managed accounts and performs quarterly reviews that include rebalancing and annual tax‑loss harvesting consideration. Creole Wealth also delivers written financial plans (typically within 60 days) and conducts seminars and workshops intended to educate participants and the public.
Notably for a solo independent adviser, the firm provides pension consulting and can serve as either a limited‑scope 3(21) advisor or a discretionary 3(38) investment manager for retirement plans, and it maintains an affiliated insurance business that results in commission‑based compensation representing a small portion of the firm’s time and remuneration. The brochure discloses these ancillary activities and describes mitigating policies—fiduciary duties, disclosures, and personal‑trading controls—while allowing clients to impose written investment restrictions.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business exit / sale strategy
Cash flow / budgeting
Fee options
Financial planning services flat fee between $1,000 and $5,000
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
$350 per hour for financial planning services
Fee-only: Financial planning hourly fee: $350/hour; Financial planning fixed fee: $1,000 to $5,000 flat fee
Main office location
Creole Wealth Solutions, LLC
New Orleans LA, United States
Number of offices
1
Most active in
Creole Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
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