Hourly financial advisors in Louisiana
How do I find fee-only advisors who charge by the hour in Louisiana?
In Louisiana, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include William Thompson of Crescent Sterling, Eric Johns of Equilibrium Financial Planning LLC 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.
- William Thompson Crescent Sterling, Metairie Holds the CFP and CFA. Fees on file: hourly.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Stephen Morella Apex Capital Management, LLC, Lafayette Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Stephen Hassell Hassell Wealth Management, Metairie Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jerry Broussard Broussard Financial Group, LLC, Lafayette Holds the CFP. Fees on file: one-time planning fee.
- Mike Turi Upbeat Wealth, New Orleans Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 90
- Firms
- 38
- Cities
- 23
- Hold the CFP
- 19%
- Other credentials: CFA 6% · CPA 1% · EA 1%
- How they charge (of 90 with fees on file): percentage of assets 93% · hourly 89% · fixed fees 57% · ongoing planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Louisiana are there?
The Wellspent public graph lists 90 fee-only advisors who charge by the hour in Louisiana, at 38 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Louisiana located?
Of the 90 fee-only advisors who charge by the hour in Louisiana, 18 are in Metairie, followed by 13 in Baton Rouge and 9 in Covington.
How do fee-only advisors who charge by the hour in Louisiana charge?
The most common fee among fee-only advisors who charge by the hour in Louisiana is a percentage of assets, used by 93% of the 90 with fees on file. Many use more than one: 89% charge by the hour and 57% charge fixed fees.
How many fee-only advisors who charge by the hour in Louisiana hold the CFP?
19% of the 90 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Louisiana?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 90 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 |
| 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 |
| 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 |
| 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 |
| Virajith Wijeweera | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing 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 |
| 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 |
| Travis Shepherd | Prostatis Group | Greenwell Springs | Not listed | 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 |
| 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 |
| 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 |
| Dustin Volentine | AMC Wealth | West Monroe | Not listed | Percentage of assets, Hourly |
| Gerard Plauche | Delta Financial Advisors | Metairie | CFA | Percentage of assets |
| 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 |
| Ainsley Bishop | Delta Financial Advisors | Metairie | Not listed | Percentage of assets |
| Catherine Johnson | Delta Financial Advisors | Metairie | Not listed | Percentage of assets |
| Daniel Jaubert | Crescent Sterling | Metairie | Not listed | Hourly |
| 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 |
| Craig Lebouef | Going Cpas & Wealth Advisors | Opelousas, | CFP, PFS | Percentage of assets, Hourly |
| Katherine Hebert | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
| MaryLucy Bergeron | Hassell Wealth Management | Houma | CFP | Percentage of assets, Hourly |
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