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Ben Hulsey

PLANNING FOR WEALTH, LLC·MONROE, Louisiana
Unclaimed Profile
1900 ROSELAWN AVENUE, MONROE, LA 71201CRD# 4472294Firm CRD# 117109
01

About

Ben Hulsey is a registered financial advisor based in MONROE, Louisiana, affiliated with PLANNING FOR WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLANNING FOR WEALTH, LLC
PLANNING FOR WEALTH, LLC
AUM
$30M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PLANNING FOR WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE
Regulatory
SEC/IARD CRD# 4472294
Firm CRD# 117109
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ben Hulsey offer?
Ben Hulsey specializes in Financial Planning, Investment Management. Contact their office in MONROE, Louisiana for a consultation.
What are Ben Hulsey's credentials?
Ben Hulsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ben Hulsey located?
Ben Hulsey is based in MONROE, Louisiana, working with PLANNING FOR WEALTH, LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Ben Hulsey charge for services?
Ben Hulsey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNING FOR WEALTH, LLC?
PLANNING FOR WEALTH, LLC has approximately 6 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Moseley Oliver — FIDUCIARY INVESTMENT CONSULTANTS, LLCIii J. Simms — FIDUCIARY INVESTMENT CONSULTANTS, LLCMichael Ray Jones — ARGENT ADVISORS, INC.Dean Stephen Mailhes — ARGENT ADVISORS, INC.Kenneth Gus Vines — VINES CAPITAL MANAGEMENT, LLC
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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