Deke Carbo is a registered investment advisor at Mètis Financial LLC, based in Metairie, LA, with 22 years of industry experience. Deke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Financial Planning Services: Mètis Financial offers financial planning services ranging from broad-based planning to general consulting on client-directed projects. Fees typically range between $5,000 and $25,000 or an hourly rate between $250 and $300.
One-Time Plan:$5,000 - $25,000
Hourly Rate:$250 - $300/hr
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Location
Metairie, LA
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Regulatory History (3)
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Customer Dispute
October 2007Dismissed
Customer Dispute
July 2004Settled
Customer Dispute
July 2004Settled
Employment History
Current Registrations
Mètis Financial LLC
August 2006 - Present · 19 yrs 9 mos
Previous Registrations
Kpmg Investment Advisors
March 2000 - May 2003 · 3 yrs 2 mos
State Registrations1 state
LA
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.