Skipjack Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,105,903
Clients
6
0% 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
6
Very LowAverage account size
$517,651
About
Skipjack Financial is a fee-only, single-advisor independent investment adviser that works with high‑net‑worth individuals as well as a small number of institutional clients, including pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers comprehensive and project‑based financial planning, coordinates implementation through third‑party managers and a digital advisory platform, and provides educational seminars and speaking engagements.
The firm’s investment framework emphasizes portfolio construction informed by Modern Portfolio Theory and behavioral finance, with a preference for passive, index‑based ETFs and mutual funds and the option to incorporate socially responsible (ESG) strategies. Implementation is typically handled through outside managers and a platform that operates on a non‑discretionary basis (client approval is obtained for trades), and the firm structures its advisory relationships around planning and fixed or project fees rather than a percentage‑of‑AUM charge.
Compared with peers, the firm is unusual for a solo practitioner of its scale in that it accepts institutional mandates and maintains an active public education offering, including paid and sometimes pro‑bono seminars. The principal’s academic background in clinical psychology and education informs an explicit behavioral‑finance emphasis and a planning‑centric, fee‑only business model; the firm does not accept commissions or sales‑based compensation.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees from $500 to $10,000 for project-based financial planning; $1,000 to $10,000 per educational seminar
N/A - N/A: N/A
$250 per hour for project-based financial planning
Annual fees for comprehensive financial planning range from $2,400 to $10,800, billed monthly ($200-$900) or quarterly ($600-$2,700)
Minimum fee: Upfront fee from $500 to $4,000 for comprehensive financial planning Fee-only: Fee-only firm, no commissions or sales-related compensation received
Main office location
Skipjack Financial
New Orleans LA, United States
Number of offices
1
Most active in
Skipjack Financial has reported serving >5 clients in these states in the last 12 months.
Louisiana
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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