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Wellspent public graph/Locations/United States/Louisiana
United States

Fee-only advisors in Louisiana

Fee-only advisors in New Orleans, Metairie and Lafayette, plus 23 other cities.

By the numbers

The Wellspent public graph lists 170 fee-only financial advisors serving Louisiana at 73 firms, most in New Orleans, Metairie and Lafayette. 24% hold the CFP certification. Of the 170 with fees on file, 95% charge percentage of assets.

Advisors listed
170
Firms
73
Cities
27
Hold the CFP
24%
  • Other credentials: CFA 9% · CPA 1% · EA 1%
  • How they charge (of 170 with fees on file): percentage of assets 95% · fixed fees 49% · hourly 47% · ongoing planning fee 6%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Louisiana (170)

Fee-only advisors serving Louisiana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Keith Deane Deane Retirement Strategies, Inc. New Orleans AIF, CFP, CRC Percentage of assets
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
Mawuena Takyi Asempa Wealth Advisors Baton Rouge CFP Percentage of assets
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
Jonas Lowery BCM Advisors Lafayette CFP Percentage of assets
Kaleb Price BCM Advisors Lafayette CFP Percentage of assets
Michael George FPL Capital Management Metairie Not listed Flat fee or retainer, Ongoing planning fee
Montgomery Gossen BCM Advisors Lafayette CFP Percentage of assets
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
Andrew Duckworth Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Ashley Michelli Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Erin McMenemon BCM Advisors Lafayette CFA Percentage of assets
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
Canyon Burton-Murphy Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
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
Zaheer Poptani Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets

Firms headquartered in Louisiana (63)

All 63 firms in Louisiana