Advisors for $500,000 to $1 million in Louisiana
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Doise Cullen Investment Group, Lafayette Holds the CFP and CFA. Fees on file: percentage of assets.
- Clifford Favrot Dumaine Investments, New Orleans Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Philip Adkins Adkins Seale Capital Management, Shreveport Holds the CFA. Fees on file: percentage of assets, hourly.
- Gus Godchaux Lailaps Capital, Abbeville Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Michael Yest Deane Retirement Strategies, New Orleans Holds the CFA. Fees on file: percentage of assets.
- James Osborn Plum Street Advisors, New Orleans Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 28
- Firms
- 13
- Cities
- 9
- Hold the CFP
- 29%
- Other credentials: CFA 29%
- How they charge (of 28 with fees on file): percentage of assets 96% · fixed fees 61% · hourly 25% · ongoing planning fee 4%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Keith Deane | Deane Retirement Strategies, Inc. | New Orleans | AIF, CFP, CRC | Percentage of assets |
| Jeffrey Monsour | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Samuel Lees | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Vickie Chrisman | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Lawrence Tuskey | Wealthview Capital | New Orleans | Not listed | Ongoing planning fee |
| Anne Gaiennie | Cullen Investment Group | Broussard | CFP | Percentage of assets |
| Clifford Favrot | Dumaine Investments | New Orleans | CFP, CFA | Percentage of assets, Fixed fees |
| James Osborn | Plum Street Advisors | New Orleans | CFP | Percentage of assets |
| Michael Doise | Cullen Investment Group | Lafayette | CFP, CFA | Percentage of assets |
| Mitchell Bordelon | Dumaine Investments | New Orleans | CFP | Percentage of assets, Fixed fees |
| Nicholas Trappey | Thirtynorth Investments | Monroe | CFP | Percentage of assets, Fixed fees |
| Stephen Nickel | Cullen Investment Group | Lafayette | CFP | Percentage of assets |
| Gus Godchaux | Lailaps Capital | Abbeville | CFA | Percentage of assets, Fixed fees |
| Jay Binderim | Adkins Seale Capital Management | Shreveport | CFA | Percentage of assets, Hourly |
| Michael Yest | Deane Retirement Strategies | New Orleans | CFA | Percentage of assets |
| Philip Adkins | Adkins Seale Capital Management | Shreveport | CFA | Percentage of assets, Hourly |
| Sarah Bomhoff | Thirtynorth Investments | New Orleans | CFA | Percentage of assets, Fixed fees |
| Todd Tillery | Deane Retirement Strategies | New Orleans | CFA | Percentage of assets |
| Claude Duet | Asset Planning Services | Covington | Not listed | Percentage of assets, Fixed fees |
| David Bordes | Cullen Investment Group | Lafayette | Not listed | Percentage of assets |
| James Hammond | Cullen Investment Group | Lafayette | Not listed | Percentage of assets |
| Jillian Nelson | Asset Planning Services | Covington | Not listed | Percentage of assets, Fixed fees |
| Jona Husbands | The Archer Consulting Group | Thibodaux | Not listed | Percentage of assets, Hourly |
| Katelyn Dubuc | Cullen Investment Group | Lafayette | Not listed | Percentage of assets |
| Kenneth Milvid | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Michael Fullington | Fullington & Associates | Lake Charles | Not listed | Percentage of assets, Hourly |
| Moylan Gomila | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Suzanne Mestayer | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |
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