# Planning Associates Wealth Management, LLC

> Planning Associates Wealth Management, LLC is a state-registered investment advisory firm in Metairie, LA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 305339
- Filed as: PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Metairie, LA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305339
- AdvisorCensus page: https://advisorcensus.com/firm/planning-associates-wealth-management-llc-metairie-la-305339

## Quick answers

**How is Planning Associates Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Planning Associates Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Planning Associates Wealth Management, LLC located?**
Planning Associates Wealth Management, LLC's principal office is in Metairie, LA, according to its Form ADV.

**Is Planning Associates Wealth Management, LLC registered with the SEC or a state?**
Planning Associates Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305339.

**How much does Planning Associates Wealth Management, LLC manage?**
Planning Associates Wealth Management, LLC reports $72,310,859 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary).

**What types of clients does Planning Associates Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (25).

**Does Planning Associates Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305339

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $72,310,859
- Discretionary: $68,464,646
- Non-discretionary: $3,846,213

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $15,047,853 |
| High net worth individuals | 25 | $57,263,006 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- planning-associates.com
- Facebook @ralph.freibert.advisor
- LinkedIn @ralph-freibert
- X @freibertralph

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planning Associates Wealth Management, LLC (CRD 305339): Form ADV filing data as of October 2026.