Common Cents Financial Planning

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Abita Springs, Louisiana
CRD number
332105
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Common Cents Financial Planning is a Louisiana-based limited liability company that provides fee-based financial planning services. The firm operates on an hourly and fixed-fee billing model (and lists other fee arrangements as well). It identifies as a domestic entity, is not classified under a specified advisory subtype, and does not act as a capital allocator. The firm does not self-identify as an active ESG investor, is not set up as a multistate adviser, and does not describe pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • John Casassa

    OwnerCRD 7958717

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Abita Springs, LA

Saint Tammany

Location

Abita Springs, LA

Headquartered in Abita Springs, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Saint Tammany
Address
425 Trailhead Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth