Gerard Plauche
Delta Financial Advisors · Metairie, Louisiana
Gerard Plauche is a fee-only financial advisor at Delta Financial Advisors in Metairie, Louisiana, who holds the CFA credential. Gerard charges a percentage of assets.
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Facts
| Firm | Delta Financial Advisors |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model | Percentage of assets |
| Assets under management | $592.3M across 549 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 2423209 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.deltafinad.com |
How Gerard's firm compares
- Delta Financial Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 549 accounts).
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Questions about Gerard
Is Gerard Plauche a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerard holds no broker registration, and Delta Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerard charge for financial advice?
Gerard charges a percentage of assets.
Where is Gerard Plauche based?
Gerard Plauche is based in Metairie, Louisiana.
What credentials does Gerard Plauche hold?
Gerard Plauche holds the CFA credential.
Is Gerard Plauche registered with the SEC?
Yes. Gerard Plauche is registered as an investment adviser representative in LA and TX (CRD 2423209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Delta Financial Advisors manage?
Delta Financial Advisors reports $592.3M across 549 accounts in assets under management.
How do I contact Gerard Plauche?
Through Gerard's website, www.deltafinad.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Delta Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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