As part of our ongoing commitment to transparency and regulatory compliance, we are providing this annual update to our Form ADV Part 2A and related documents. This brochure includes important information about our firm’s services, fees, investment strategies, business practices, and policies related to privacy and data protection. These documents are reviewed and updated annually as required by the SEC.
Summary of Material Changes:
At this time, there are no material changes to report since our last annual amendment filed on March 18, 2024. You may request a full, updated copy of the Form ADV Part 2A, our Brochure Supplements (Part 2B), or our Privacy Policy at any time, free of charge, by contacting our office or using the links below.
Download our Disclosure Documents:
- Download Firm Brochure – Form ADV Part 2A (PDF)
- Download Ralph Freibert – Form ADV Part 2B (PDF)
- Download Robert Heintz – Form ADV Part 2B (PDF)
- Download Privacy Policy (PDF)
Need to Update Your Information?
If there have been any changes in your financial situation, investment objectives, or account preferences, we invite you to contact us directly to schedule a time to review your plan and ensure it still aligns with your goals.
Contact Information:
Planning Associates Wealth Management
📍 3501 N Causeway Blvd, Suite 104, Metairie, LA 70002
📞 (504) 291-1545
📧 tracy@planning-associates.com
🌐 www.planning-associates.com
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