# Advisors for $1 million to $3 million in Louisiana > In Louisiana, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Eric Johns of Equilibrium Financial Planning LLC, Jonathan Montgomery of Waters, Parkerson & and Gerard Plauche of Delta Financial Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/louisiana/ 42 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 for $1 million to $3 million in Louisiana? In Louisiana, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Eric Johns of Equilibrium Financial Planning LLC, Jonathan Montgomery of Waters, Parkerson & and Gerard Plauche of Delta Financial Advisors. ## How many fee-only advisors for $1 million to $3 million in Louisiana are there? The Wellspent public graph lists 42 fee-only advisors for $1 million to $3 million in Louisiana, at 14 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Louisiana located? Of the 42 fee-only advisors for $1 million to $3 million in Louisiana, 9 are in Covington, followed by 9 in Lafayette and 8 in New Orleans. ## How do fee-only advisors for $1 million to $3 million in Louisiana charge? All 42 fee-only advisors for $1 million to $3 million in Louisiana with fees on file charge a percentage of assets. Many use more than one: 36% charge fixed fees and 31% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Louisiana hold the CFP? 19% of the 42 fee-only advisors for $1 million to $3 million in Louisiana hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Louisiana? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | | [James Rogers](https://find.wellspent.co/advisors/james-rogers-6101155.md) | Aurelius Family Office | Shreveport, Louisiana | CFA | Percentage of assets, 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 | | [Amanda Harrell](https://find.wellspent.co/advisors/amanda-harrell.md) | FPL Capital Management | Metairie, Louisiana | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [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 | | [Michael George](https://find.wellspent.co/advisors/michael-george.md) | FPL Capital Management | Metairie, Louisiana | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Montgomery Gossen](https://find.wellspent.co/advisors/montgomery-gossen.md) | BCM Advisors | Lafayette, Louisiana | CFP | Percentage of assets | | [Virajith Wijeweera](https://find.wellspent.co/advisors/virajith-wijeweera.md) | FPL Capital Management | Metairie, Louisiana | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Lee Eagan](https://find.wellspent.co/advisors/lee-eagan.md) | Waters, Parkerson & | New Orleans, Louisiana | CFP | Percentage of assets | | [Erin McMenemon](https://find.wellspent.co/advisors/erin-mcmenemon.md) | BCM Advisors | Lafayette, Louisiana | CFA | Percentage of assets | | [Justin Smallwood](https://find.wellspent.co/advisors/justin-smallwood.md) | The Financial Resource Center | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Caleb Kelso](https://find.wellspent.co/advisors/caleb-kelso.md) | Paradiem | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Canyon Burton-Murphy](https://find.wellspent.co/advisors/canyon-burton-murphy.md) | Asempa Wealth Advisors | Baton Rouge, Louisiana | | Percentage of assets | | [Carl Drury](https://find.wellspent.co/advisors/carl-drury.md) | Paradiem | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Carson Rich](https://find.wellspent.co/advisors/carson-rich.md) | Paradiem | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Danielle Wauchope](https://find.wellspent.co/advisors/danielle-wauchope.md) | Paradiem | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Montgomery](https://find.wellspent.co/advisors/jonathan-montgomery.md) | Waters, Parkerson & | New Orleans, Louisiana | CFA | Percentage of assets | | [Matthew Sullivan](https://find.wellspent.co/advisors/matthew-sullivan-8030136.md) | Paradiem | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Milton Brown](https://find.wellspent.co/advisors/milton-brown.md) | Paradiem | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Sandra Tackett](https://find.wellspent.co/advisors/sandra-tackett.md) | Paradiem | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Zaheer Poptani](https://find.wellspent.co/advisors/zaheer-poptani.md) | Asempa Wealth Advisors | Baton Rouge, Louisiana | | Percentage of assets | | [Ernest Domingue](https://find.wellspent.co/advisors/ernest-domingue.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [George Holland](https://find.wellspent.co/advisors/george-holland.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [Joseph Billeaud](https://find.wellspent.co/advisors/joseph-billeaud.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [Leslie Campora](https://find.wellspent.co/advisors/leslie-campora.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [Stephenie Scelfo](https://find.wellspent.co/advisors/stephenie-scelfo.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [David Pointer](https://find.wellspent.co/advisors/david-pointer.md) | Waters, Parkerson & | New Orleans, Louisiana | | Percentage of assets | | [Devin Wakeman](https://find.wellspent.co/advisors/devin-wakeman.md) | Waters, Parkerson & | New Orleans, Louisiana | | Percentage of assets | | [Gerard Plauche](https://find.wellspent.co/advisors/gerard-plauche.md) | Delta Financial Advisors | Metairie, Louisiana | CFA | Percentage of assets | | [John Rive](https://find.wellspent.co/advisors/john-rive.md) | Waters, Parkerson & | New Orleans, Louisiana | | Percentage of assets | | [Michael Whealdon](https://find.wellspent.co/advisors/michael-whealdon.md) | Waters, Parkerson & | New Orleans, Louisiana | | Percentage of assets | | [Todd Johnson](https://find.wellspent.co/advisors/todd-johnson.md) | Waters, Parkerson & | New Orleans, Louisiana | | Percentage of assets | | [Ainsley Bishop](https://find.wellspent.co/advisors/ainsley-bishop.md) | Delta Financial Advisors | Metairie, Louisiana | | Percentage of assets | | [Catherine Johnson](https://find.wellspent.co/advisors/catherine-johnson.md) | Delta Financial Advisors | Metairie, Louisiana | | Percentage of assets | | [Mona Edwards](https://find.wellspent.co/advisors/mona-edwards.md) | Zimmerman Wealth Management | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees | | [Gary Thomas](https://find.wellspent.co/advisors/gary-thomas.md) | GT Financial | Mandeville, Louisiana | PFS | Percentage of assets, Hourly | | [Brett Josey](https://find.wellspent.co/advisors/brett-josey.md) | Brett Josey Wealth Management | Benton, Louisiana | | Percentage of assets, Fixed fees | | [Caleb Josey](https://find.wellspent.co/advisors/caleb-josey.md) | Brett Josey Wealth Management | Benton, Louisiana | | Percentage of assets, Fixed fees | | [Clay Stafford](https://find.wellspent.co/advisors/clay-stafford.md) | Reliant Investment Management | Baton Rouge, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Janae' Bridges](https://find.wellspent.co/advisors/janae-bridges.md) | Brooklyn FI | Slidell, Louisiana | | Percentage of assets, Hourly, Fixed fees | ## 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).