# Lee Eagan

> Lee Eagan is a fee-only financial advisor at Waters, Parkerson & in New Orleans, Louisiana, who holds the CFP credential. Lee charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/lee-eagan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Waters, Parkerson &
- **Based in:** New Orleans, Louisiana
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $2.86B across 1,916 accounts
- **Credentials:** CFP
- **CRD:** 6233912 (https://adviserinfo.sec.gov/individual/summary/6233912)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.watersparkerson.com

## Frequently asked questions

### Is Lee Eagan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and Waters, Parkerson & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lee charge for financial advice?

Lee charges a percentage of assets.

### How much does Lee charge?

According to Waters, Parkerson &'s website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Lee Eagan based?

Lee Eagan is based in New Orleans, Louisiana.

### What credentials does Lee Eagan hold?

Lee Eagan holds the CFP credential.

### Is Lee Eagan registered with the SEC?

Yes. Lee Eagan is registered as an investment adviser representative in LA and TX (CRD 6233912), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Waters, Parkerson & manage?

Waters, Parkerson & reports $2.86B across 1,916 accounts in assets under management.

### How do I contact Lee Eagan?

Through Lee's website, www.watersparkerson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6233912): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.watersparkerson.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.