Anmelden Kostenlos registrieren

Planning For Wealth, LLC (Monroe)


Planning For Wealth, LLC is an adviser based in Monroe. It manages $29.56 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Louisiana and Texas.

Planning For Wealth provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Planning For Wealth: assets under management

The assets under management (AUM) of Planning For Wealth, LLC is $29.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $286.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Planning For Wealth, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ben Hulsey Shareholder 1 Jul 1999 50% - 75% 4472294
Susan Reighney Harwood Shareholder 1 Jul 1999 25% - 50% 4472296

Based in Monroe

The principal office where Planning For Wealth, LLC performs its advisory services is located at 1900 Roselawn Avenue, Monroe, LA 71201, which is also the mailing address of the firm. An additional office of the firm is in Vicksburg, MS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 318-340-0324 or by fax 318-340-0242. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Planning For Wealth, LLC