CFP financial advisors in Louisiana
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Rivas Bienvenue Wealth LLC, New Orleans Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
- William Thompson Crescent Sterling, Metairie Holds the CFP and CFA. Fees on file: hourly.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Daniel Frick FMP Wealth Advisers, Lake Charles Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Clifford Favrot Dumaine Investments, New Orleans Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Michael Doise Cullen Investment Group, Lafayette Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 41
- Firms
- 29
- Cities
- 12
- Hold the CFP
- 100%
- Other credentials: CFA 10% · CPA 5% · EA 5%
- How they charge (of 41 with fees on file): percentage of assets 90% · fixed fees 46% · hourly 32% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 41 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Johns We specialize in tax planning for those nearing retirement. | Equilibrium Financial Planning LLC | Kenner | CFP, EA, MBA | Percentage of assets, One-time planning fee |
| Michael Rivas | Bienvenue Wealth LLC | New Orleans | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| Gary Birdsall | True Financial, LLC | Houma | CFP, JD | Percentage of assets, Fixed fees |
| Jerry Broussard | Broussard Financial Group, LLC | Lafayette | CFP | One-time planning fee |
| Eddy Jurgielewicz | Upbeat Wealth | New Orleans | CFP | Percentage of assets, Ongoing planning fee |
| Keith Deane | Deane Retirement Strategies, Inc. | New Orleans | AIF, CFP, CRC | Percentage of assets |
| Mike Turi | Upbeat Wealth | New Orleans | CFP, APMA | Percentage of assets, Ongoing planning fee |
| Ryan Frailich | Deliberate Finances, LLC | New Orleans | CFP, Certified Student Loan Professional | Ongoing planning fee |
| Stephen Hassell | Hassell Wealth Management | Metairie | CFP | Percentage of assets, Ongoing planning fee |
| William Nunn | Ninety West Global Wealth | New Orleans | CFP | Percentage of assets, Hourly |
| Eric Dunavant | Paradiem | Covington | CFP | Percentage of assets, Hourly |
| Mawuena Takyi | Asempa Wealth Advisors | Baton Rouge | CFP | Percentage of assets |
| Helen Graf | Graf Financial | Baton Rouge | CFP | Percentage of assets, Hourly |
| Jonas Lowery | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Kaleb Price | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Montgomery Gossen | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Ralph Freibert | Planning Associates Wealth Management | Metairie | CFP | Percentage of assets, Hourly |
| Todd Hubbell | Hubbell Strickland Wealth Management | New Orleans | CFP | Percentage of assets, Fixed fees |
| Lee Eagan | Waters, Parkerson & | New Orleans | CFP | Percentage of assets |
| John Hixson | FMP Wealth Advisers | Lake Charles | BBA, CFP | Percentage of assets, Fixed fees |
| Michael Nobile | Crescent Sterling | Metairie | CFP | Hourly |
| Stephen Morella | Apex Capital Management, LLC | Lafayette | CFP, CPA/PFS | Percentage of assets, Hourly |
| William Thompson | Crescent Sterling | Metairie | CFP, CFA | Hourly |
| Alexandra Hassell | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
| Amy Winchester | Winchester Capital Services | Kenner | CFP | Percentage of assets, Hourly |
| Anne Gaiennie | Cullen Investment Group | Broussard | CFP | Percentage of assets |
| Claudia Hayden | Regatta Research & Money Management | Metairie | CFP | Percentage of assets |
| Clifford Favrot | Dumaine Investments | New Orleans | CFP, CFA | Percentage of assets, Fixed fees |
| Craig Lebouef | Going Cpas & Wealth Advisors | Opelousas, | CFP, PFS | Percentage of assets, Hourly |
| Daniel Frick | FMP Wealth Advisers | Lake Charles | CFP, CFA | Percentage of assets, Fixed fees |
| James Osborn | Plum Street Advisors | New Orleans | CFP | Percentage of assets |
| Katherine Hebert | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
| MaryLucy Bergeron | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
| Michael Doise | Cullen Investment Group | Lafayette | CFP, CFA | Percentage of assets |
| Michael Patton | Integrity Wealth Management | Greenwell Springs | CFP | Percentage of assets |
| Mitchell Bordelon | Dumaine Investments | New Orleans | CFP | Percentage of assets, Fixed fees |
| Mona Edwards | Zimmerman Wealth Management | New Orleans | CFP | Percentage of assets, Fixed fees |
| Nicholas Trappey | Thirtynorth Investments | Monroe | CFP | Percentage of assets, Fixed fees |
| Rudy Blanchard | Regatta Research & Money Management | Metairie | CFP | Percentage of assets |
| Sara Sroka | Bienvenue Wealth | New Orleans | CFP | Percentage of assets, Fixed fees |
| Stephen Nickel | Cullen Investment Group | Lafayette | CFP | Percentage of assets |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes