PLAN SIMPLE FINANCIAL PARTNERS, LLC

PLAN SIMPLE FINANCIAL PARTNERS, LLC of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 318578). Regulatory assets under management: $20.0M.

Registration

• CRD: 318578
• Type: Registered investment adviser
• Location: 138 N. CORTEZ, NEW ORLEANS, LA, 70119
• Phone: 504-374-8020
• Latest filing: 2026-03-31
• Regulatory AUM: $20.0M
• Non-discretionary AUM: $20.0M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318578 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search