# Flat-fee financial advisors in Louisiana

> In Louisiana, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Michael Rivas of Bienvenue Wealth LLC, Eric Johns of Equilibrium Financial Planning LLC and William Thompson of Crescent Sterling.

Page: https://find.wellspent.co/by/flat-fee-financial-advisors/louisiana/
109 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 who charge flat or fixed fees in Louisiana?

In Louisiana, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Michael Rivas of Bienvenue Wealth LLC, Eric Johns of Equilibrium Financial Planning LLC and William Thompson of Crescent Sterling.

## How many fee-only advisors who charge flat or fixed fees in Louisiana are there?

The Wellspent public graph lists 109 fee-only advisors who charge flat or fixed fees in Louisiana, at 56 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who charge flat or fixed fees in Louisiana located?

Of the 109 fee-only advisors who charge flat or fixed fees in Louisiana, 26 are in New Orleans, followed by 15 in Metairie and 14 in Covington.

## How do fee-only advisors who charge flat or fixed fees in Louisiana charge?

The most common fee among fee-only advisors who charge flat or fixed fees in Louisiana is a percentage of assets, used by 93% of the 109 with fees on file. Many use more than one: 77% charge fixed fees and 52% charge by the hour.

## How many fee-only advisors who charge flat or fixed fees in Louisiana hold the CFP?

26% of the 109 fee-only advisors who charge flat or fixed fees in Louisiana hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

## What should I ask fee-only advisors who charge flat or fixed fees in Louisiana?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

## How current is this list of fee-only advisors who charge flat or fixed fees 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 |
|---|---|---|---|---|
| [Eric Johns](https://find.wellspent.co/advisors/eric-johns.md) | Equilibrium Financial Planning LLC | Kenner, Louisiana | CFP, EA, MBA | Percentage of assets, One-time planning fee, Hourly |
| [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 |
| [James Rogers](https://find.wellspent.co/advisors/james-rogers-6101155.md) | Aurelius Family Office | Shreveport, Louisiana | CFA | Percentage of assets, Fixed fees |
| [Eric Dunavant](https://find.wellspent.co/advisors/eric-dunavant.md) | Paradiem | Covington, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Amanda Harrell](https://find.wellspent.co/advisors/amanda-harrell.md) | FPL Capital Management | Metairie, Louisiana |   | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Helen Graf](https://find.wellspent.co/advisors/helen-graf.md) | Graf Financial | Baton Rouge, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael George](https://find.wellspent.co/advisors/michael-george.md) | FPL Capital Management | Metairie, Louisiana |   | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [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 |
| [Virajith Wijeweera](https://find.wellspent.co/advisors/virajith-wijeweera.md) | FPL Capital Management | Metairie, Louisiana |   | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Lee Eagan](https://find.wellspent.co/advisors/lee-eagan.md) | Waters, Parkerson & | New Orleans, Louisiana | CFP | Percentage of assets |
| [Alajahwon Ridgeway](https://find.wellspent.co/advisors/alajahwon-ridgeway.md) | A.B. Ridgeway Wealth Management | Lafayette, Louisiana |   | Percentage of assets, One-time planning fee |
| [Justin Smallwood](https://find.wellspent.co/advisors/justin-smallwood.md) | The Financial Resource Center | Covington, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Heintz](https://find.wellspent.co/advisors/robert-heintz.md) | Planning Associates Wealth Management | Metairie, Louisiana | CFA | Percentage of assets, Hourly, Fixed fees |
| [Bradley Ortego](https://find.wellspent.co/advisors/bradley-ortego.md) | SOW Advisors | Youngsville, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Caleb Kelso](https://find.wellspent.co/advisors/caleb-kelso.md) | Paradiem | Covington, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Carl Drury](https://find.wellspent.co/advisors/carl-drury.md) | Paradiem | Covington, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Carson Rich](https://find.wellspent.co/advisors/carson-rich.md) | Paradiem | Covington, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Danielle Wauchope](https://find.wellspent.co/advisors/danielle-wauchope.md) | Paradiem | Covington, 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 |
| [Jonathan Montgomery](https://find.wellspent.co/advisors/jonathan-montgomery.md) | Waters, Parkerson & | New Orleans, Louisiana | CFA | Percentage of assets |
| [Logan Bowers](https://find.wellspent.co/advisors/logan-bowers.md) | SOW Advisors | Youngsville, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Sullivan](https://find.wellspent.co/advisors/matthew-sullivan-8030136.md) | Paradiem | Covington, 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 |
| [Milton Brown](https://find.wellspent.co/advisors/milton-brown.md) | Paradiem | Covington, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [Sandra Tackett](https://find.wellspent.co/advisors/sandra-tackett.md) | Paradiem | Covington, Louisiana |   | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [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 |
| [Andre Toce](https://find.wellspent.co/advisors/andre-toce.md) | Toce Financial Group | Mandeville, Louisiana |   | Percentage of assets, Fixed fees |
| [David Pointer](https://find.wellspent.co/advisors/david-pointer.md) | Waters, Parkerson & | New Orleans, Louisiana |   | Percentage of assets |
| [Devin Wakeman](https://find.wellspent.co/advisors/devin-wakeman.md) | Waters, Parkerson & | New Orleans, Louisiana |   | Percentage of assets |
| [Gianni Toce](https://find.wellspent.co/advisors/gianni-toce.md) | Toce Financial Group | Mandeville, Louisiana |   | Percentage of assets, Fixed fees |
| [John Rive](https://find.wellspent.co/advisors/john-rive.md) | Waters, Parkerson & | New Orleans, Louisiana |   | Percentage of assets |
| [Michael Whealdon](https://find.wellspent.co/advisors/michael-whealdon.md) | Waters, Parkerson & | New Orleans, Louisiana |   | Percentage of assets |
| [Todd Johnson](https://find.wellspent.co/advisors/todd-johnson.md) | Waters, Parkerson & | New Orleans, Louisiana |   | Percentage of assets |

Showing the first 50 of 109. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/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).
