# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Michael Rivas of Bienvenue Wealth LLC, William Thompson of Crescent Sterling and Stephen Morella of Apex Capital Management, LLC. Page: https://find.wellspent.co/by/financial-advisors-under-500k/louisiana/ 98 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Michael Rivas of Bienvenue Wealth LLC, William Thompson of Crescent Sterling and Stephen Morella of Apex Capital Management, LLC. ## How many fee-only advisors for under $500,000 in Louisiana are there? The Wellspent public graph lists 98 fee-only advisors for under $500,000 in Louisiana, at 45 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Louisiana located? Of the 98 fee-only advisors for under $500,000 in Louisiana, 18 are in Metairie, followed by 16 in Baton Rouge and 10 in Saint Francisville. ## How do fee-only advisors for under $500,000 in Louisiana charge? The most common fee among fee-only advisors for under $500,000 in Louisiana is a percentage of assets, used by 93% of the 98 with fees on file. Many use more than one: 61% charge by the hour and 51% charge fixed fees. ## How many fee-only advisors for under $500,000 in Louisiana hold the CFP? 26% of the 98 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in Louisiana? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | |---|---|---|---|---| | [Michael Rivas](https://find.wellspent.co/advisors/michael-rivas.md) | Bienvenue Wealth LLC | New Orleans, Louisiana | BS, CFP, EA, CPA | Percentage of assets, Fixed fees | | [Gary Birdsall](https://find.wellspent.co/advisors/gary-birdsall.md) | True Financial, LLC | Houma, Louisiana | CFP, JD | Percentage of assets, Fixed fees | | [Jerry Broussard](https://find.wellspent.co/advisors/jerry-broussard.md) | Broussard Financial Group, LLC | Lafayette, Louisiana | CFP | One-time planning fee | | [Eddy Jurgielewicz](https://find.wellspent.co/advisors/eddy-jurgielewicz.md) | Upbeat Wealth | New Orleans, Louisiana | CFP | Percentage of assets, Ongoing planning fee | | [Mike Turi](https://find.wellspent.co/advisors/mike-turi.md) | Upbeat Wealth | New Orleans, Louisiana | CFP, APMA | Percentage of assets, Ongoing planning fee | | [Ryan Frailich](https://find.wellspent.co/advisors/ryan-frailich.md) | Deliberate Finances, LLC | New Orleans, Louisiana | CFP, Certified Student Loan Professional | Ongoing planning fee | | [Stephen Hassell](https://find.wellspent.co/advisors/stephen-hassell.md) | Hassell Wealth Management | Metairie, Louisiana | CFP | Percentage of assets, Ongoing planning fee | | [William Nunn](https://find.wellspent.co/advisors/william-nunn.md) | Ninety West Global Wealth | New Orleans, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Helen Graf](https://find.wellspent.co/advisors/helen-graf.md) | Graf Financial | Baton Rouge, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Ralph Freibert](https://find.wellspent.co/advisors/ralph-freibert.md) | Planning Associates Wealth Management | Metairie, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Hubbell](https://find.wellspent.co/advisors/todd-hubbell.md) | Hubbell Strickland Wealth Management | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees | | [Alajahwon Ridgeway](https://find.wellspent.co/advisors/alajahwon-ridgeway.md) | A.B. Ridgeway Wealth Management | Lafayette, Louisiana | | Percentage of assets, One-time planning fee | | [Andrew Duckworth](https://find.wellspent.co/advisors/andrew-duckworth.md) | Prostatis Group | Baton Rouge, Louisiana | | Percentage of assets, Hourly | | [Ashley Michelli](https://find.wellspent.co/advisors/ashley-michelli.md) | Prostatis Group | Baton Rouge, Louisiana | | Percentage of assets, Hourly | | [Jerry Linebaugh](https://find.wellspent.co/advisors/jerry-linebaugh.md) | Prostatis Group | Baton Rouge, Louisiana | | Percentage of assets, Hourly | | [Robert Heintz](https://find.wellspent.co/advisors/robert-heintz.md) | Planning Associates Wealth Management | Metairie, Louisiana | CFA | Percentage of assets, Hourly, Fixed fees | | [Travis Shepherd](https://find.wellspent.co/advisors/travis-shepherd.md) | Prostatis Group | Greenwell Springs, Louisiana | | Percentage of assets, Hourly | | [Bradley Ortego](https://find.wellspent.co/advisors/bradley-ortego.md) | SOW Advisors | Youngsville, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Gabriel Martin](https://find.wellspent.co/advisors/gabriel-martin.md) | Pelican Family Office | Covington, Louisiana | | Flat fee or retainer, Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jack Branch](https://find.wellspent.co/advisors/jack-branch.md) | Pelican Family Office | Covington, Louisiana | | Flat fee or retainer, Percentage of assets, One-time planning fee, Ongoing planning fee | | [John Hixson](https://find.wellspent.co/advisors/john-hixson.md) | FMP Wealth Advisers | Lake Charles, Louisiana | BBA, CFP | Percentage of assets, Fixed fees | | [Logan Bowers](https://find.wellspent.co/advisors/logan-bowers.md) | SOW Advisors | Youngsville, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Michael Nobile](https://find.wellspent.co/advisors/michael-nobile.md) | Crescent Sterling | Metairie, Louisiana | CFP | Hourly | | [Michael Ripski](https://find.wellspent.co/advisors/michael-ripski.md) | Skipjack Financial | New Orleans, Louisiana | | Ongoing planning fee, One-time planning fee, Hourly, Flat fee or retainer | | [Stephen Morella](https://find.wellspent.co/advisors/stephen-morella.md) | Apex Capital Management, LLC | Lafayette, Louisiana | CFP, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [William Thompson](https://find.wellspent.co/advisors/william-thompson.md) | Crescent Sterling | Metairie, Louisiana | CFP, CFA | Hourly | | [Cole Smith](https://find.wellspent.co/advisors/cole-smith.md) | Lyons Capital Group | Shreveport, Louisiana | | Percentage of assets, Fixed fees | | [David Huff](https://find.wellspent.co/advisors/david-huff.md) | DW Huff Advisory | Chalmette, Louisiana | PFS | Percentage of assets, Hourly, Fixed fees | | [Andre Toce](https://find.wellspent.co/advisors/andre-toce.md) | Toce Financial Group | Mandeville, Louisiana | | Percentage of assets, Fixed fees | | [Dustin Volentine](https://find.wellspent.co/advisors/dustin-volentine.md) | AMC Wealth | West Monroe, Louisiana | | Percentage of assets, Hourly | | [Gianni Toce](https://find.wellspent.co/advisors/gianni-toce.md) | Toce Financial Group | Mandeville, Louisiana | | Percentage of assets, Fixed fees | | [Jesse Rodrigue](https://find.wellspent.co/advisors/jesse-rodrigue.md) | Fortune 45 | Gonzales, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [John Montgomery](https://find.wellspent.co/advisors/john-montgomery-6089576.md) | Montgomery Wealth Advisors | Shreveport, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Tayler Hebert](https://find.wellspent.co/advisors/tayler-hebert.md) | Fortune 45 | Baton Rouge, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Victoria Varisco Lulich](https://find.wellspent.co/advisors/victoria-varisco-lulich.md) | Fortune 45 | Gonzales, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Daniel Jaubert](https://find.wellspent.co/advisors/daniel-jaubert.md) | Crescent Sterling | Metairie, Louisiana | | Hourly | | [Devin Jones](https://find.wellspent.co/advisors/devin-jones.md) | Progeny Wealth Management | Baton Rouge, Louisiana | | Percentage of assets, Fixed fees | | [Myrna Arroyo](https://find.wellspent.co/advisors/myrna-arroyo.md) | Progeny Wealth Management | Baton Rouge, Louisiana | | Percentage of assets, Fixed fees | | [Trevor Thompson](https://find.wellspent.co/advisors/trevor-thompson.md) | Crescent Sterling | Metairie, Louisiana | | Hourly | | [Alexandra Hassell](https://find.wellspent.co/advisors/alexandra-hassell.md) | Hassell Wealth Management | Houma, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Winchester](https://find.wellspent.co/advisors/amy-winchester.md) | Winchester Capital Services | Kenner, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Claudia Hayden](https://find.wellspent.co/advisors/claudia-hayden.md) | Regatta Research & Money Management | Metairie, Louisiana | CFP | Percentage of assets | | [Craig Lebouef](https://find.wellspent.co/advisors/craig-lebouef.md) | Going Cpas & Wealth Advisors | Opelousas,, Louisiana | CFP, PFS | Percentage of assets, Hourly | | [Daniel Frick](https://find.wellspent.co/advisors/daniel-frick.md) | FMP Wealth Advisers | Lake Charles, Louisiana | CFP, CFA | Percentage of assets, Fixed fees | | [Katherine Hebert](https://find.wellspent.co/advisors/katherine-hebert.md) | Hassell Wealth Management | Houma, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees | | [MaryLucy Bergeron](https://find.wellspent.co/advisors/marylucy-bergeron.md) | Hassell Wealth Management | Houma, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Patton](https://find.wellspent.co/advisors/michael-patton.md) | Integrity Wealth Management | Greenwell Springs, Louisiana | CFP | Percentage of assets | | [Rudy Blanchard](https://find.wellspent.co/advisors/rudy-blanchard.md) | Regatta Research & Money Management | Metairie, Louisiana | CFP | Percentage of assets | | [Sara Sroka](https://find.wellspent.co/advisors/sara-sroka.md) | Bienvenue Wealth | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees | | [Amy Spellman](https://find.wellspent.co/advisors/amy-spellman.md) | Going Cpas & Wealth Advisors | Opelousas, Louisiana | PFS | Percentage of assets, Hourly | Showing the first 50 of 98. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/louisiana/?page=2 ## 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).