Advisors for under $500,000 in Louisiana
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Rivas Bienvenue Wealth LLC, New Orleans Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
- William Thompson Crescent Sterling, Metairie Holds the CFP and CFA. Fees on file: hourly.
- Stephen Morella Apex Capital Management, LLC, Lafayette Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Daniel Frick FMP Wealth Advisers, Lake Charles Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Ryan Frailich Deliberate Finances, LLC, New Orleans Holds the CFP. Fees on file: ongoing planning fee.
- Stephen Hassell Hassell Wealth Management, Metairie Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 98
- Firms
- 45
- Cities
- 22
- Hold the CFP
- 26%
- Other credentials: CFA 3% · CPA 2% · EA 1%
- How they charge (of 98 with fees on file): percentage of assets 93% · hourly 61% · fixed fees 51% · ongoing planning fee 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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 98 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Rivas | Bienvenue Wealth LLC | New Orleans | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| Gary Birdsall | True Financial, LLC | Houma | CFP, JD | Percentage of assets, Fixed fees |
| Jerry Broussard | Broussard Financial Group, LLC | Lafayette | CFP | One-time planning fee |
| Eddy Jurgielewicz | Upbeat Wealth | New Orleans | CFP | Percentage of assets, Ongoing planning fee |
| Mike Turi | Upbeat Wealth | New Orleans | CFP, APMA | Percentage of assets, Ongoing planning fee |
| Ryan Frailich | Deliberate Finances, LLC | New Orleans | CFP, Certified Student Loan Professional | Ongoing planning fee |
| Stephen Hassell | Hassell Wealth Management | Metairie | CFP | Percentage of assets, Ongoing planning fee |
| William Nunn | Ninety West Global Wealth | New Orleans | CFP | Percentage of assets, Hourly |
| Helen Graf | Graf Financial | Baton Rouge | CFP | Percentage of assets, Hourly |
| Ralph Freibert | Planning Associates Wealth Management | Metairie | CFP | Percentage of assets, Hourly |
| Todd Hubbell | Hubbell Strickland Wealth Management | New Orleans | CFP | Percentage of assets, Fixed fees |
| Alajahwon Ridgeway | A.B. Ridgeway Wealth Management | Lafayette | Not listed | Percentage of assets, One-time planning fee |
| Andrew Duckworth | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Ashley Michelli | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Jerry Linebaugh | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Robert Heintz | Planning Associates Wealth Management | Metairie | CFA | Percentage of assets, Hourly |
| Travis Shepherd | Prostatis Group | Greenwell Springs | Not listed | Percentage of assets, Hourly |
| Bradley Ortego | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Gabriel Martin | Pelican Family Office | Covington | Not listed | Flat fee or retainer, Percentage of assets |
| Jack Branch | Pelican Family Office | Covington | Not listed | Flat fee or retainer, Percentage of assets |
| John Hixson | FMP Wealth Advisers | Lake Charles | BBA, CFP | Percentage of assets, Fixed fees |
| Logan Bowers | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Michael Nobile | Crescent Sterling | Metairie | CFP | Hourly |
| Michael Ripski | Skipjack Financial | New Orleans | Not listed | Ongoing planning fee, One-time planning fee |
| Stephen Morella | Apex Capital Management, LLC | Lafayette | CFP, CPA/PFS | Percentage of assets, Hourly |
| William Thompson | Crescent Sterling | Metairie | CFP, CFA | Hourly |
| Cole Smith | Lyons Capital Group | Shreveport | Not listed | Percentage of assets, Fixed fees |
| David Huff | DW Huff Advisory | Chalmette | PFS | Percentage of assets, Hourly |
| Andre Toce | Toce Financial Group | Mandeville | Not listed | Percentage of assets, Fixed fees |
| Dustin Volentine | AMC Wealth | West Monroe | Not listed | Percentage of assets, Hourly |
| Gianni Toce | Toce Financial Group | Mandeville | Not listed | Percentage of assets, Fixed fees |
| Jesse Rodrigue | Fortune 45 | Gonzales | Not listed | Percentage of assets, Hourly |
| John Montgomery | Montgomery Wealth Advisors | Shreveport | Not listed | Percentage of assets, Hourly |
| Tayler Hebert | Fortune 45 | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Victoria Varisco Lulich | Fortune 45 | Gonzales | Not listed | Percentage of assets, Hourly |
| Daniel Jaubert | Crescent Sterling | Metairie | Not listed | Hourly |
| Devin Jones | Progeny Wealth Management | Baton Rouge | Not listed | Percentage of assets, Fixed fees |
| Myrna Arroyo | Progeny Wealth Management | Baton Rouge | Not listed | Percentage of assets, Fixed fees |
| Trevor Thompson | Crescent Sterling | Metairie | Not listed | Hourly |
| Alexandra Hassell | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
| Amy Winchester | Winchester Capital Services | Kenner | CFP | Percentage of assets, Hourly |
| Claudia Hayden | Regatta Research & Money Management | Metairie | CFP | Percentage of assets |
| Craig Lebouef | Going Cpas & Wealth Advisors | Opelousas, | CFP, PFS | Percentage of assets, Hourly |
| Daniel Frick | FMP Wealth Advisers | Lake Charles | CFP, CFA | Percentage of assets, Fixed fees |
| Katherine Hebert | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
| MaryLucy Bergeron | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
| Michael Patton | Integrity Wealth Management | Greenwell Springs | CFP | Percentage of assets |
| Rudy Blanchard | Regatta Research & Money Management | Metairie | CFP | Percentage of assets |
| Sara Sroka | Bienvenue Wealth | New Orleans | CFP | Percentage of assets, Fixed fees |
| Amy Spellman | Going Cpas & Wealth Advisors | Opelousas | PFS | Percentage of assets, Hourly |
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