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Planning Associates Wealth Management, LLC

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Client assets under management

$72,310,859

Clients

84

30% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

42

Typical

Average account size

$860,844

About

Planning Associates Wealth Management is a small, supported advisory firm with two advisors managing roughly $72.3 million for about 84 clients, primarily individuals including high‑net‑worth households. The firm offers discretionary and non‑discretionary asset management, comprehensive portfolio management, standalone financial planning, and employer retirement plan consulting.

Portfolios are constructed from individual stocks, bonds, ETFs, options, mutual funds and selected private securities and are continuously monitored and rebalanced; asset management and comprehensive services are billed as percentage‑of‑AUM while planning and retirement consulting are offered on hourly, flat‑fee or plan‑asset bases. The firm employs a broad analytic toolkit — fundamental, quantitative, technical and cyclical analysis — and maintains a specific fixed‑income discipline that generally keeps portfolio duration within a narrow band.

Among features that distinguish the firm, it offers held‑away account management (e.g., 401(k)s and other noncustodied assets) via the Pontera platform and elects to cover the Pontera platform fee for clients, using order‑management tools for tax‑efficient asset location and opportunistic rebalancing. The firm’s managing member/CCO holds multiple industry credentials and the Brochure discloses a Chapter 7 bankruptcy filing in 2019 that was discharged in 2020; clients can review the adviser’s Form ADV for additional information.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting

Fee options

Fixed

Flat fees up to $10,000 for financial planning and consulting services; flat fees up to $25,000 for retirement plan consulting

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees up to $400/hour; flat fees up to $10,000 for financial planning and consulting services

Main office location

Planning Associates Wealth Management, LLC

3501 North Causeway Boulevard, Suite 104

Metairie LA 70002, United States

Number of offices

1

Most active in

More info

Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 504-291-1525

Advisors at this firm

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user avatar

Robert H

CFA®, Series 63

Pearland, TX

Planning Associates Wealth Management, LLC

Robert Heintz is a CFA® charterholder with nine years of industry experience. He has worked at Planning Associates Wealth Management, LLC since 2020 and was self-employed from 2011 to 2019. Planning Associates Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical methods to construct and monitor tailored portfolios and offers broad planning services including corporate tax planning and cost-segregation studies.

Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting
user avatar

Ralph F

CFP®, Series 63, Series 65

Metairie, LA

Planning Associates Wealth Management, LLC

Ralph Freibert is a CFP® with 34 years of industry experience, currently serving at Planning Associates Wealth Management, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of his advisory role, Freibert is a Captain and Assistant Training and Development Officer with the Louisiana Wing, Billy Mitchell Squadron of the Civil Air Patrol, and he also serves as CFO of a practitioner-assisted stretching franchise. Planning Associates Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical methods to construct and manage tailored portfolios, and it offers services including workplace account management and specialized retirement plan consulting.

Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting
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