# CFP financial advisors in Louisiana

> In Louisiana, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Michael Rivas of Bienvenue Wealth LLC, William Thompson of Crescent Sterling and Eric Johns of Equilibrium Financial Planning LLC.

Page: https://find.wellspent.co/by/cfp-financial-advisors/louisiana/
41 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFP in Louisiana?

In Louisiana, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Michael Rivas of Bienvenue Wealth LLC, William Thompson of Crescent Sterling and Eric Johns of Equilibrium Financial Planning LLC.

## How many fee-only advisors who hold the CFP in Louisiana are there?

The Wellspent public graph lists 41 fee-only advisors who hold the CFP in Louisiana, at 29 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFP in Louisiana located?

Of the 41 fee-only advisors who hold the CFP in Louisiana, 13 are in New Orleans, followed by 7 in Lafayette and 6 in Metairie.

## How do fee-only advisors who hold the CFP in Louisiana charge?

The most common fee among fee-only advisors who hold the CFP in Louisiana is a percentage of assets, used by 90% of the 41 with fees on file. Many use more than one: 46% charge fixed fees and 32% charge by the hour.

## How many fee-only advisors who hold the CFP in Louisiana hold the CFP?

100% of the 41 fee-only advisors who hold the CFP in Louisiana hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who hold the CFP?

We count an advisor here when their record lists the CFP.

## What should I ask fee-only advisors who hold the CFP in Louisiana?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

## How current is this list of fee-only advisors who hold the CFP in Louisiana?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Eric Johns](https://find.wellspent.co/advisors/eric-johns.md) | Equilibrium Financial Planning LLC | Kenner, Louisiana | CFP, EA, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Michael Rivas](https://find.wellspent.co/advisors/michael-rivas.md) | Bienvenue Wealth LLC | New Orleans, Louisiana | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| [Gary Birdsall](https://find.wellspent.co/advisors/gary-birdsall.md) | True Financial, LLC | Houma, Louisiana | CFP, JD | Percentage of assets, Fixed fees |
| [Jerry Broussard](https://find.wellspent.co/advisors/jerry-broussard.md) | Broussard Financial Group, LLC | Lafayette, Louisiana | CFP | One-time planning fee |
| [Eddy Jurgielewicz](https://find.wellspent.co/advisors/eddy-jurgielewicz.md) | Upbeat Wealth | New Orleans, Louisiana | CFP | Percentage of assets, Ongoing planning fee |
| [Keith Deane](https://find.wellspent.co/advisors/keith-deane.md) | Deane Retirement Strategies, Inc. | New Orleans, Louisiana | AIF, CFP, CRC | Percentage of assets |
| [Mike Turi](https://find.wellspent.co/advisors/mike-turi.md) | Upbeat Wealth | New Orleans, Louisiana | CFP, APMA | Percentage of assets, Ongoing planning fee |
| [Ryan Frailich](https://find.wellspent.co/advisors/ryan-frailich.md) | Deliberate Finances, LLC | New Orleans, Louisiana | CFP, Certified Student Loan Professional | Ongoing planning fee |
| [Stephen Hassell](https://find.wellspent.co/advisors/stephen-hassell.md) | Hassell Wealth Management | Metairie, Louisiana | CFP | Percentage of assets, Ongoing planning fee |
| [William Nunn](https://find.wellspent.co/advisors/william-nunn.md) | Ninety West Global Wealth | New Orleans, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Dunavant](https://find.wellspent.co/advisors/eric-dunavant.md) | Paradiem | Covington, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mawuena Takyi](https://find.wellspent.co/advisors/mawuena-takyi.md) | Asempa Wealth Advisors | Baton Rouge, Louisiana | CFP | Percentage of assets |
| [Helen Graf](https://find.wellspent.co/advisors/helen-graf.md) | Graf Financial | Baton Rouge, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonas Lowery](https://find.wellspent.co/advisors/jonas-lowery.md) | BCM Advisors | Lafayette, Louisiana | CFP | Percentage of assets |
| [Kaleb Price](https://find.wellspent.co/advisors/kaleb-price.md) | BCM Advisors | Lafayette, Louisiana | CFP | Percentage of assets |
| [Montgomery Gossen](https://find.wellspent.co/advisors/montgomery-gossen.md) | BCM Advisors | Lafayette, Louisiana | CFP | Percentage of assets |
| [Ralph Freibert](https://find.wellspent.co/advisors/ralph-freibert.md) | Planning Associates Wealth Management | Metairie, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Todd Hubbell](https://find.wellspent.co/advisors/todd-hubbell.md) | Hubbell Strickland Wealth Management | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees |
| [Lee Eagan](https://find.wellspent.co/advisors/lee-eagan.md) | Waters, Parkerson & | New Orleans, Louisiana | CFP | Percentage of assets |
| [John Hixson](https://find.wellspent.co/advisors/john-hixson.md) | FMP Wealth Advisers | Lake Charles, Louisiana | BBA, CFP | Percentage of assets, Fixed fees |
| [Michael Nobile](https://find.wellspent.co/advisors/michael-nobile.md) | Crescent Sterling | Metairie, Louisiana | CFP | Hourly |
| [Stephen Morella](https://find.wellspent.co/advisors/stephen-morella.md) | Apex Capital Management, LLC | Lafayette, Louisiana | CFP, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [William Thompson](https://find.wellspent.co/advisors/william-thompson.md) | Crescent Sterling | Metairie, Louisiana | CFP, CFA | Hourly |
| [Alexandra Hassell](https://find.wellspent.co/advisors/alexandra-hassell.md) | Hassell Wealth Management | Houma, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Amy Winchester](https://find.wellspent.co/advisors/amy-winchester.md) | Winchester Capital Services | Kenner, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anne Gaiennie](https://find.wellspent.co/advisors/anne-gaiennie.md) | Cullen Investment Group | Broussard, Louisiana | CFP | Percentage of assets |
| [Claudia Hayden](https://find.wellspent.co/advisors/claudia-hayden.md) | Regatta Research & Money Management | Metairie, Louisiana | CFP | Percentage of assets |
| [Clifford Favrot](https://find.wellspent.co/advisors/clifford-favrot.md) | Dumaine Investments | New Orleans, Louisiana | CFP, CFA | Percentage of assets, Fixed fees |
| [Craig Lebouef](https://find.wellspent.co/advisors/craig-lebouef.md) | Going Cpas & Wealth Advisors | Opelousas,, Louisiana | CFP, PFS | Percentage of assets, Hourly |
| [Daniel Frick](https://find.wellspent.co/advisors/daniel-frick.md) | FMP Wealth Advisers | Lake Charles, Louisiana | CFP, CFA | Percentage of assets, Fixed fees |
| [James Osborn](https://find.wellspent.co/advisors/james-osborn.md) | Plum Street Advisors | New Orleans, Louisiana | CFP | Percentage of assets |
| [Katherine Hebert](https://find.wellspent.co/advisors/katherine-hebert.md) | Hassell Wealth Management | Houma, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [MaryLucy Bergeron](https://find.wellspent.co/advisors/marylucy-bergeron.md) | Hassell Wealth Management | Houma, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Doise](https://find.wellspent.co/advisors/michael-doise.md) | Cullen Investment Group | Lafayette, Louisiana | CFP, CFA | Percentage of assets |
| [Michael Patton](https://find.wellspent.co/advisors/michael-patton.md) | Integrity Wealth Management | Greenwell Springs, Louisiana | CFP | Percentage of assets |
| [Mitchell Bordelon](https://find.wellspent.co/advisors/mitchell-bordelon.md) | Dumaine Investments | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees |
| [Mona Edwards](https://find.wellspent.co/advisors/mona-edwards.md) | Zimmerman Wealth Management | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees |
| [Nicholas Trappey](https://find.wellspent.co/advisors/nicholas-trappey.md) | Thirtynorth Investments | Monroe, Louisiana | CFP | Percentage of assets, Fixed fees |
| [Rudy Blanchard](https://find.wellspent.co/advisors/rudy-blanchard.md) | Regatta Research & Money Management | Metairie, Louisiana | CFP | Percentage of assets |
| [Sara Sroka](https://find.wellspent.co/advisors/sara-sroka.md) | Bienvenue Wealth | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees |
| [Stephen Nickel](https://find.wellspent.co/advisors/stephen-nickel.md) | Cullen Investment Group | Lafayette, Louisiana | CFP | Percentage of assets |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).