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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
Cole Smith Lyons Capital Group Shreveport Not listed Percentage of assets, Fixed fees
David Huff DW Huff Advisory Chalmette PFS Percentage of assets, Hourly
Ernest Domingue BCM Advisors Lafayette Not listed Percentage of assets
George Holland BCM Advisors Lafayette Not listed Percentage of assets
Jeffrey Monsour Lees Monsour Group Shreveport Not listed Percentage of assets, Hourly
Joseph Billeaud BCM Advisors Lafayette Not listed Percentage of assets
Leslie Campora BCM Advisors Lafayette Not listed Percentage of assets
Samuel Lees Lees Monsour Group Shreveport Not listed Percentage of assets, Hourly
Stephenie Scelfo BCM Advisors Lafayette Not listed Percentage of assets
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
Dustin Volentine AMC Wealth West Monroe Not listed Percentage of assets, Hourly
Gerard Plauche Delta Financial Advisors Metairie CFA 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
Jesse Rodrigue Fortune 45 Gonzales Not listed Percentage of assets, Hourly
John Montgomery Montgomery Wealth Advisors Shreveport Not listed Percentage of assets, Hourly
Lawrence Tuskey Wealthview Capital New Orleans Not listed Ongoing planning fee
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
David Thomas Equitas Capital Advisors New Orleans Not listed Percentage of assets, Fixed fees
Derek Fossier Equitas Capital Advisors New Orleans Not listed Percentage of assets, Fixed fees
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
Anne Gaiennie Cullen Investment Group Broussard CFP Percentage of assets
Claudia Hayden Regatta Research & Money Management Metairie CFP Percentage of assets
Clifford Favrot Dumaine Investments New Orleans CFP, CFA Percentage of assets, Fixed fees
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
James Osborn Plum Street Advisors New Orleans CFP Percentage of assets
Katherine Hebert Hassell Wealth Management Houma CFP Percentage of assets, Hourly
MaryLucy Bergeron Hassell Wealth Management Houma CFP Percentage of assets, Hourly
Michael Doise Cullen Investment Group Lafayette CFP, CFA Percentage of assets
Michael Patton Integrity Wealth Management Greenwell Springs CFP Percentage of assets
Mitchell Bordelon Dumaine Investments New Orleans CFP Percentage of assets, Fixed fees
Mona Edwards Zimmerman Wealth Management New Orleans CFP Percentage of assets, Fixed fees
Nicholas Trappey Thirtynorth Investments Monroe CFP Percentage of assets, Fixed fees
Rudy Blanchard Regatta Research & Money Management Metairie CFP Percentage of assets
Sara Sroka Bienvenue Wealth New Orleans CFP Percentage of assets, Fixed fees
Stephen Nickel Cullen Investment Group Lafayette CFP Percentage of assets

Firms headquartered in Louisiana (63)

All 63 firms in Louisiana