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CFP
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CFP

Ralph Freibert

Planning Associates Wealth Management, LLC
35 Years of Experience
Metairie, LA
1 Disclosure
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Ralph Freibert is a CFP-designated registered investment advisor at Planning Associates Wealth Management, LLC, based in Metairie, LA, with 35 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 84 clients with $72M in assets under management.

Planning Associates Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
84 clients
Average Client Portfolio
$861K average
Assets Under Management
$72.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% for Asset Management and up to 2.00% for Comprehensive Portfolio Management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3501 North Causeway Boulevard, Suite 104, Metairie, LA, 70002

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History

Regulatory History (1)
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Financial
October 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ralph is a manager at Planning Associates of Louisiana, LLC, an active financial planning firm, though he spends minimal time on it. He also serves as a Captain/Pilot and Assistant Training and Development Officer for the Louisiana Wing, Billy Mitchell Squadron of the Civil Air Patrol, dedicating about 10-20% of his time, and is the CFO of FlexLife Wellness, LLC dba Stretch Zone Metairie, spending a few hours per week on financial management.

Employment History
Current Registrations
Planning Associates Wealth Management, LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
March 2015 - September 2019 · 4 yrs 6 mos
Ameriprise Financial Services, INC.Broker
March 2015 - September 2019 · 4 yrs 6 mos
LPL Financial LLC
February 2005 - April 2015 · 10 yrs 2 mos
LPL Financial LLCBroker
February 2005 - April 2015 · 10 yrs 2 mos
MML Investors Services, INC.Broker
December 1997 - February 2005 · 7 yrs 2 mos
Guardian Investor Services CorporationBroker
December 1996 - December 1997 · 1 yr
Pruco Securities CorporationBroker
March 1995 - December 1996 · 1 yr 9 mos
Robert W. Baird & CO. IncorporatedBroker
April 1990 - December 1990 · 8 mos
Nml Equity Services, INC.Broker
November 1988 - January 1991 · 2 yrs 2 mos
MML Investors Services, INC.Broker
September 1988 - August 1989 · 11 mos
Dorsey & Company, INC.Broker
November 1987 - September 1988 · 10 mos
Connecticut Mutual Financial Services, INC.Broker
July 1987 - November 1987 · 4 mos
State Registrations2 states
LATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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