Fee-only financial advisors in New Orleans, Louisiana
Which fee-only financial advisor should I talk to in New Orleans?
Start with a fee-only advisor in New Orleans whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Rivas of Bienvenue Wealth LLC, Clifford Favrot of Dumaine Investments and Mike Turi of Upbeat Wealth, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Rivas Bienvenue Wealth LLC Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
- Clifford Favrot Dumaine Investments Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Mike Turi Upbeat Wealth Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Ryan Frailich Deliberate Finances, LLC Holds the CFP. Fees on file: ongoing planning fee.
- Jonathan Montgomery Waters, Parkerson & Holds the CFA. Fees on file: percentage of assets.
- Todd Tillery Deane Retirement Strategies Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 30
- Firms
- 17
- Hold the CFP
- 43%
- Other credentials: CFA 17% · CPA 3% · EA 3%
- How they charge (of 30 with fees on file): percentage of assets 90% · fixed fees 47% · ongoing planning fee 17% · hourly 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in New Orleans by what you need
Find an advisor in Louisiana by fee, assets, or credential
Questions about fee-only advisors in New Orleans
How many fee-only advisors in New Orleans are there?
The Wellspent public graph lists 30 fee-only advisors in New Orleans, at 17 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in New Orleans focus on?
The most common focus among fee-only advisors in New Orleans is tax planning (6), followed by retirement planning (4) and estate planning (4). Advisors can list more than one.
How do fee-only advisors in New Orleans charge?
The most common fee among fee-only advisors in New Orleans is a percentage of assets, used by 90% of the 30 with fees on file. Many use more than one: 47% charge fixed fees and 17% charge an ongoing planning fee.
How many fee-only advisors in New Orleans hold the CFP?
43% of the 30 fee-only advisors in New Orleans hold the CFP certification, based on the credentials listed on each record.
Does Louisiana tax income on top of federal tax?
Yes. Louisiana has a state income tax, so a financial plan for a Louisiana resident should project it alongside federal tax.
How current is this list of fee-only advisors in New Orleans?
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 30 advisors in New Orleans
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Rivas | Bienvenue Wealth LLC | New Orleans | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| 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 |
| William Nunn | Ninety West Global Wealth | New Orleans | CFP | Percentage of assets, Hourly |
| Todd Hubbell | Hubbell Strickland Wealth Management | New Orleans | CFP | Percentage of assets, Fixed fees |
| Lee Eagan | Waters, Parkerson & | New Orleans | CFP | Percentage of assets |
| Jonathan Montgomery | Waters, Parkerson & | New Orleans | CFA | Percentage of assets |
| Michael Ripski | Skipjack Financial | New Orleans | Not listed | Ongoing planning fee, One-time planning fee |
| David Pointer | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| Devin Wakeman | Waters, Parkerson & | New Orleans | Not listed | Percentage of assets |
| 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 |
| Lawrence Tuskey | Wealthview Capital | New Orleans | Not listed | Ongoing planning fee |
| 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 |
| Clifford Favrot | Dumaine Investments | New Orleans | CFP, CFA | Percentage of assets, Fixed fees |
| James Osborn | Plum Street Advisors | New Orleans | 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 |
| Sara Sroka | Bienvenue Wealth | New Orleans | CFP | Percentage of assets, Fixed fees |
| Michael Yest | Deane Retirement Strategies | New Orleans | CFA | Percentage of assets |
| Sarah Bomhoff | Thirtynorth Investments | New Orleans | CFA | Percentage of assets, Fixed fees |
| Todd Tillery | Deane Retirement Strategies | New Orleans | CFA | Percentage of assets |
| Jamin Estep | Estep Capital Management | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Kenneth Milvid | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Moylan Gomila | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Suzanne Mestayer | Thirtynorth Investments | New Orleans | Not listed | Percentage of assets, Fixed fees |
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