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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
Amy Spellman Going Cpas & Wealth Advisors Opelousas PFS Percentage of assets, Hourly
Anthony Rizzutto Rizzutto Financial Advisors Baton Rogue PFS Percentage of assets, Hourly
Charles Ledoux Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
Darren Cart Going Cpas & Wealth Advisors Opelousas PFS Percentage of assets, Hourly
Gary Thomas GT Financial Mandeville PFS Percentage of assets, Hourly
Gus Godchaux Lailaps Capital Abbeville CFA Percentage of assets, Fixed fees
Jay Binderim Adkins Seale Capital Management Shreveport CFA Percentage of assets, Hourly
Jo Ellen Kearny Apex Capital Management Baton Rouge PFS Percentage of assets, Hourly
John Hassell Hassell Wealth Management Houma ChFC Percentage of assets, Hourly
Kaleb Andrepont Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
Michael Yest Deane Retirement Strategies New Orleans CFA Percentage of assets
Philip Adkins Adkins Seale Capital Management Shreveport CFA Percentage of assets, Hourly
Robert Morella Apex Capital Management Lafayette PFS Percentage of assets, Hourly
Robert Roy Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
Sarah Bomhoff Thirtynorth Investments New Orleans CFA Percentage of assets, Fixed fees
Scott Hayes Going Cpas & Wealth Advisors Opelousas PFS Percentage of assets, Hourly
Seth Dabney Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
Todd Tillery Deane Retirement Strategies New Orleans CFA Percentage of assets
William George Going Cpas & Wealth Advisors Opelousas PFS Percentage of assets, Hourly
Andre Caubarreaux Andre Caubarreaux Mansura Not listed Percentage of assets, Hourly
Andrew Pool Regatta Research & Money Management Metairie Not listed Percentage of assets
Andrew Sessions KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Blair Barbier Regatta Research & Money Management Metairie Not listed Percentage of assets
Brett Josey Brett Josey Wealth Management Benton Not listed Percentage of assets, Fixed fees
Caleb Josey Brett Josey Wealth Management Benton Not listed Percentage of assets, Fixed fees
Charles Duchamp Apex Capital Management Youngsville Not listed Percentage of assets, Hourly
Charles Guilbault Guilbault Capital Metairie Not listed Percentage of assets, Hourly
Christophe Levasseur Cane Capital Partners Saint Francisville Not listed Percentage of assets
Christopher Tayeh Thompson Creek Wealth Advisors Madisonville Not listed Percentage of assets, Hourly
Claude Duet Asset Planning Services Covington Not listed Percentage of assets, Fixed fees
Clay Stafford Reliant Investment Management Baton Rouge Not listed Percentage of assets, Hourly
Daniel Pritchard KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
David Bordes Cullen Investment Group Lafayette Not listed Percentage of assets
Dorothy Vines Vines Capital Management Monroe Not listed Percentage of assets, Fixed fees
Douglas Thompson Regatta Research & Money Management Baton Rouge Not listed Percentage of assets
Eric Greschner Regatta Research & Money Management Metairie Not listed Percentage of assets
Hubert Kernan KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Hugh Uhalt Cane Capital Partners Saint Francisville Not listed Percentage of assets
Jacob Lemaire FMP Wealth Advisers Lake Charles Not listed Percentage of assets, Fixed fees
James Hammond Cullen Investment Group Lafayette Not listed Percentage of assets
Jamin Estep Estep Capital Management New Orleans Not listed Percentage of assets, Fixed fees
Janae' Bridges Brooklyn FI Slidell Not listed Percentage of assets, Hourly
Jillian Nelson Asset Planning Services Covington Not listed Percentage of assets, Fixed fees
John Neyland JCN Financial & Tax Advisory Group Baton Rouge Not listed Percentage of assets, Hourly
Jona Husbands The Archer Consulting Group Thibodaux Not listed Percentage of assets, Hourly
Joshua Williams FMP Wealth Advisers Lake Charles Not listed Percentage of assets, Fixed fees
Karla Marcello Guilbault Capital Metairie Not listed Percentage of assets, Hourly
Katelyn Dubuc Cullen Investment Group Lafayette Not listed Percentage of assets
Kenneth Milvid Thirtynorth Investments New Orleans Not listed Percentage of assets, Fixed fees
Kenneth Vines Vines Capital Management Monroe Not listed Percentage of assets, Fixed fees

Firms headquartered in Louisiana (63)

All 63 firms in Louisiana