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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
Lambert Brent KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Lawrence Latuso KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Lawrence Paddock Thompson Creek Wealth Advisors Baton Rouge Not listed Percentage of assets, Hourly
Mark Simmons Simmons Asset Management Baton Rouge Not listed Percentage of assets
Matthew Word Cane Capital Partners Saint Francisville Not listed Percentage of assets
Michael Fullington Fullington & Associates Lake Charles Not listed Percentage of assets, Hourly
Michael Steinocher Thompson Creek Wealth Advisors Baton Rouge Not listed Percentage of assets, Hourly
Michael Word Cane Capital Partners Saint Francisville Not listed Percentage of assets
Moylan Gomila Thirtynorth Investments New Orleans Not listed Percentage of assets, Fixed fees
Nicholas Danna ADG Wealth Management Group Metairie Not listed Percentage of assets, Hourly
Olivia Neyland JCN Financial & Tax Advisory Group Baton Rouge Not listed Percentage of assets, Hourly
Patrick Cavanaugh Cavanaugh Wealth Management Baton Rouge Not listed Percentage of assets, Hourly
Pierre Adams ADG Wealth Management Group Metairie Not listed Percentage of assets, Hourly
Ralph Theriot KG Capital Management Baton Rouge Not listed Percentage of assets, Hourly
Robert McAlister Foundry Financial Covington Not listed Percentage of assets, Fixed fees
Stephanie Kelly ADG Wealth Management Group Metairie Not listed Percentage of assets, Hourly
Steven Medo KG Capital Management Kenner Not listed Percentage of assets, Hourly
Suzanne Mestayer Thirtynorth Investments New Orleans Not listed Percentage of assets, Fixed fees
William Crull Sage Capital Advisors Metairie Not listed Percentage of assets
Yvette Poret-Crochet KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly

Firms headquartered in Louisiana (63)

All 63 firms in Louisiana