Flat-fee financial advisors in Louisiana
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.
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.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- 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.
- Clifford Favrot Dumaine Investments, New Orleans Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Daniel Frick FMP Wealth Advisers, Lake Charles Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 109
- Firms
- 56
- Cities
- 21
- Hold the CFP
- 26%
- Other credentials: CFA 9% · CPA 2% · EA 2%
- How they charge (of 109 with fees on file): percentage of assets 93% · fixed fees 77% · hourly 52% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 109 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Johns We specialize in tax planning for those nearing retirement. | Equilibrium Financial Planning LLC | Kenner | CFP, EA, MBA | Percentage of assets, One-time planning fee |
| 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 |
| James Rogers | Aurelius Family Office | Shreveport | CFA | Percentage of assets, Fixed fees |
| Eric Dunavant | Paradiem | Covington | CFP | Percentage of assets, Hourly |
| Amanda Harrell | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Helen Graf | Graf Financial | Baton Rouge | CFP | Percentage of assets, Hourly |
| Michael George | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Virajith Wijeweera | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lee Eagan | Waters, Parkerson & | New Orleans | CFP | Percentage of assets |
| Alajahwon Ridgeway | A.B. Ridgeway Wealth Management | Lafayette | Not listed | Percentage of assets, One-time planning fee |
| Justin Smallwood | The Financial Resource Center | Covington | Not listed | Percentage of assets, Hourly |
| Robert Heintz | Planning Associates Wealth Management | Metairie | CFA | Percentage of assets, Hourly |
| Bradley Ortego | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Caleb Kelso | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carl Drury | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carson Rich | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Danielle Wauchope | Paradiem | Covington | 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 |
| Jonathan Montgomery | Waters, Parkerson & | New Orleans | CFA | Percentage of assets |
| Logan Bowers | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Matthew Sullivan | Paradiem | Covington | 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 |
| Milton Brown | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Sandra Tackett | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Andre Toce | Toce Financial Group | Mandeville | Not listed | Percentage of assets, Fixed fees |
| David Pointer | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Devin Wakeman | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Gianni Toce | Toce Financial Group | Mandeville | Not listed | Percentage of assets, Fixed fees |
| John Rive | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Michael Whealdon | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Todd Johnson | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
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