# Advisors for $500,000 to $1 million in Louisiana

> In Louisiana, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Michael Doise of Cullen Investment Group, Clifford Favrot of Dumaine Investments and Philip Adkins of Adkins Seale Capital Management.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/louisiana/
28 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 $500,000 to $1 million in Louisiana?

In Louisiana, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Michael Doise of Cullen Investment Group, Clifford Favrot of Dumaine Investments and Philip Adkins of Adkins Seale Capital Management.

## How many fee-only advisors for $500,000 to $1 million in Louisiana are there?

The Wellspent public graph lists 28 fee-only advisors for $500,000 to $1 million in Louisiana, at 13 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in Louisiana located?

Of the 28 fee-only advisors for $500,000 to $1 million in Louisiana, 11 are in New Orleans, followed by 5 in Shreveport and 5 in Lafayette.

## How do fee-only advisors for $500,000 to $1 million in Louisiana charge?

The most common fee among fee-only advisors for $500,000 to $1 million in Louisiana is a percentage of assets, used by 96% of the 28 with fees on file. Many use more than one: 61% charge fixed fees and 25% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in Louisiana hold the CFP?

29% of the 28 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Louisiana?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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 |
|---|---|---|---|---|
| [Keith Deane](https://find.wellspent.co/advisors/keith-deane.md) | Deane Retirement Strategies, Inc. | New Orleans, Louisiana | AIF, CFP, CRC | Percentage of assets |
| [Jeffrey Monsour](https://find.wellspent.co/advisors/jeffrey-monsour.md) | Lees Monsour Group | Shreveport, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Samuel Lees](https://find.wellspent.co/advisors/samuel-lees-1491519.md) | Lees Monsour Group | Shreveport, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Vickie Chrisman](https://find.wellspent.co/advisors/vickie-chrisman.md) | Lees Monsour Group | Shreveport, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Lawrence Tuskey](https://find.wellspent.co/advisors/lawrence-tuskey.md) | Wealthview Capital | New Orleans, Louisiana |   | Ongoing planning fee |
| [Anne Gaiennie](https://find.wellspent.co/advisors/anne-gaiennie.md) | Cullen Investment Group | Broussard, 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 |
| [James Osborn](https://find.wellspent.co/advisors/james-osborn.md) | Plum Street Advisors | New Orleans, Louisiana | CFP | Percentage of assets |
| [Michael Doise](https://find.wellspent.co/advisors/michael-doise.md) | Cullen Investment Group | Lafayette, Louisiana | CFP, CFA | Percentage of assets |
| [Mitchell Bordelon](https://find.wellspent.co/advisors/mitchell-bordelon.md) | Dumaine Investments | 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 |
| [Stephen Nickel](https://find.wellspent.co/advisors/stephen-nickel.md) | Cullen Investment Group | Lafayette, Louisiana | CFP | Percentage of assets |
| [Gus Godchaux](https://find.wellspent.co/advisors/gus-godchaux.md) | Lailaps Capital | Abbeville, Louisiana | CFA | Percentage of assets, Fixed fees |
| [Jay Binderim](https://find.wellspent.co/advisors/jay-binderim.md) | Adkins Seale Capital Management | Shreveport, Louisiana | CFA | Percentage of assets, Hourly, Fixed fees |
| [Michael Yest](https://find.wellspent.co/advisors/michael-yest.md) | Deane Retirement Strategies | New Orleans, Louisiana | CFA | Percentage of assets |
| [Philip Adkins](https://find.wellspent.co/advisors/philip-adkins.md) | Adkins Seale Capital Management | Shreveport, Louisiana | CFA | Percentage of assets, Hourly, Fixed fees |
| [Sarah Bomhoff](https://find.wellspent.co/advisors/sarah-bomhoff.md) | Thirtynorth Investments | New Orleans, Louisiana | CFA | Percentage of assets, Fixed fees |
| [Todd Tillery](https://find.wellspent.co/advisors/todd-tillery.md) | Deane Retirement Strategies | New Orleans, Louisiana | CFA | Percentage of assets |
| [Claude Duet](https://find.wellspent.co/advisors/claude-duet.md) | Asset Planning Services | Covington, Louisiana |   | Percentage of assets, Fixed fees |
| [David Bordes](https://find.wellspent.co/advisors/david-bordes.md) | Cullen Investment Group | Lafayette, Louisiana |   | Percentage of assets |
| [James Hammond](https://find.wellspent.co/advisors/james-hammond.md) | Cullen Investment Group | Lafayette, Louisiana |   | Percentage of assets |
| [Jillian Nelson](https://find.wellspent.co/advisors/jillian-nelson.md) | Asset Planning Services | Covington, Louisiana |   | Percentage of assets, Fixed fees |
| [Jona Husbands](https://find.wellspent.co/advisors/jona-husbands.md) | The Archer Consulting Group | Thibodaux, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Katelyn Dubuc](https://find.wellspent.co/advisors/katelyn-dubuc.md) | Cullen Investment Group | Lafayette, Louisiana |   | Percentage of assets |
| [Kenneth Milvid](https://find.wellspent.co/advisors/kenneth-milvid.md) | Thirtynorth Investments | New Orleans, Louisiana |   | Percentage of assets, Fixed fees |
| [Michael Fullington](https://find.wellspent.co/advisors/michael-fullington.md) | Fullington & Associates | Lake Charles, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Moylan Gomila](https://find.wellspent.co/advisors/moylan-gomila.md) | Thirtynorth Investments | New Orleans, Louisiana |   | Percentage of assets, Fixed fees |
| [Suzanne Mestayer](https://find.wellspent.co/advisors/suzanne-mestayer.md) | Thirtynorth Investments | New Orleans, Louisiana |   | Percentage of assets, 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).
