Stability Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,603,338
Clients
150
5% high-net worth
Advisors
1
of 2 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
150
Very HighAverage account size
$197,356
About
Stability Financial serves individual clients — including high-net-worth households — as well as pension plans, trusts, estates and business entities, providing financial planning, consulting and discretionary investment management. The firm is a state-registered independent adviser that generally delivers portfolio management and related planning services billed as percentage-of-AUM fees.
The firm describes a goals-based investment process and typically manages client accounts on a discretionary basis, allocating across independent managers, mutual funds, ETFs, individual equity and debt securities, options and insurance-based investments. Its analysis blends fundamental and technical methods, and it may advise on employer retirement plans, variable insurance products and private placements for qualified investors; account reviews are conducted on an ongoing basis with regular reporting from custodians.
Compared with many peers, Stability Financial discloses involvement with broker-dealer and custodial programs: it participates in an institutional program that provides software, support and other economic benefits (including, as disclosed, assistance with transfer fees and start-up support). The firm also discloses that certain supervised persons are licensed insurance agents and that it has an affiliated consulting entity offering business consulting and expert witness services, with policies in place to address related conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Consulting
Expertise
General retirement planning
Income planning
Wealth management
Options & derivatives strategies
Fee options
Fixed fees range from $250 to $25,000 for financial planning and consulting services
$0 - $5,000,000: 2.00% $5,000,001 - $10,000,000: 1.00% $10,000,001+: negotiable
Certain supervised persons offer insurance products on a commission basis
$100 to $300 per hour for financial planning and consulting services
20% of net portfolio performance as performance fee with 1.00% base fee up to $5,000,000 and 0.50% base fee above $5,000,000
Fee-only: Financial planning and consulting fees: $100-$300 per hour; fixed fees $250-$25,000
Main office location
Stability Financial, LLC
5201 West Bank Expressway, Suite 203
Marrero LA 70072, United States
Number of offices
1
Most active in
Stability Financial, 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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