Advisors for $1 million to $3 million in Louisiana
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Jonathan Montgomery Waters, Parkerson &, New Orleans Holds the CFA. Fees on file: percentage of assets.
- Gerard Plauche Delta Financial Advisors, Metairie Holds the CFA. Fees on file: percentage of assets.
- Montgomery Gossen BCM Advisors, Lafayette Holds the CFP. Fees on file: percentage of assets.
- James Rogers Aurelius Family Office, Shreveport Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Mona Edwards Zimmerman Wealth Management, New Orleans Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 42
- Firms
- 14
- Cities
- 10
- Hold the CFP
- 19%
- Other credentials: CFA 10% · EA 2%
- How they charge (of 42 with fees on file): percentage of assets 100% · fixed fees 36% · hourly 31% · flat fee or retainer 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 42 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 |
| James Rogers | Aurelius Family Office | Shreveport | CFA | Percentage of assets, Fixed fees |
| Eric Dunavant | Paradiem | Covington | CFP | Percentage of assets, Hourly |
| Mawuena Takyi | Asempa Wealth Advisors | Baton Rouge | CFP | Percentage of assets |
| Amanda Harrell | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jonas Lowery | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Kaleb Price | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Michael George | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Montgomery Gossen | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Virajith Wijeweera | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lee Eagan | Waters, Parkerson & | New Orleans | CFP | Percentage of assets |
| Erin McMenemon | BCM Advisors | Lafayette | CFA | Percentage of assets |
| Justin Smallwood | The Financial Resource Center | Covington | Not listed | Percentage of assets, Hourly |
| Caleb Kelso | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Canyon Burton-Murphy | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Carl Drury | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carson Rich | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Danielle Wauchope | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Jonathan Montgomery | Waters, Parkerson & | New Orleans | CFA | Percentage of assets |
| Matthew Sullivan | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Milton Brown | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Sandra Tackett | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Zaheer Poptani | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Ernest Domingue | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| George Holland | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Joseph Billeaud | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Leslie Campora | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Stephenie Scelfo | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| David Pointer | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Devin Wakeman | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Gerard Plauche | Delta Financial Advisors | Metairie | CFA | Percentage of assets |
| John Rive | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Michael Whealdon | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Todd Johnson | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Ainsley Bishop | Delta Financial Advisors | Metairie | Not listed | Percentage of assets |
| Catherine Johnson | Delta Financial Advisors | Metairie | Not listed | Percentage of assets |
| Mona Edwards | Zimmerman Wealth Management | New Orleans | CFP | Percentage of assets, Fixed fees |
| Gary Thomas | GT Financial | Mandeville | PFS | Percentage of assets, Hourly |
| Brett Josey | Brett Josey Wealth Management | Benton | Not listed | Percentage of assets, Fixed fees |
| Caleb Josey | Brett Josey Wealth Management | Benton | Not listed | Percentage of assets, Fixed fees |
| Clay Stafford | Reliant Investment Management | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Janae' Bridges | Brooklyn FI | Slidell | Not listed | Percentage of assets, Hourly |
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