Financial advisors for estate planning in Louisiana
Which financial advisor should I talk to about estate planning in Louisiana?
For estate planning in Louisiana, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Gary Birdsall of True Financial, LLC, Michael Rivas of Bienvenue Wealth LLC and Eric Johns of Equilibrium Financial Planning LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Gary Birdsall True Financial, LLC, Houma Holds the CFP and JD. Fees on file: percentage of assets, fixed fees.
- Michael Rivas Bienvenue Wealth LLC, New Orleans Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Keith Deane Deane Retirement Strategies, Inc., New Orleans Holds the CFP. Fees on file: percentage of assets.
- Montgomery Gossen BCM Advisors, Lafayette Holds the CFP. Fees on file: percentage of assets.
- Ralph Freibert Planning Associates Wealth Management, Metairie Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Louisiana work on estate planning?
The Wellspent public graph lists 46 fee-only advisors for estate planning in Louisiana, at 20 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Louisiana located?
Of the 46 fee-only advisors for estate planning in Louisiana, 11 are in Covington, followed by 10 in Lafayette and 5 in Shreveport.
Plus 11 in other cities.
How do fee-only advisors for estate planning in Louisiana charge?
The most common fee among fee-only advisors for estate planning in Louisiana is a percentage of assets, used by 98% of the 46 with fees on file. Many use more than one: 52% charge fixed fees and 50% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP, JD and CPA. In Louisiana, 24% of the 46 advisors listed hold the CFP.
- CFP24% in Louisiana
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD2% in Louisiana
- A law degree helps a planner read trusts and documents closely.
- CPA2% in Louisiana
- CPAs help with estate and gift tax filings.
How do Louisiana advisors for estate planning compare with the rest of the US?
24% of fee-only advisors for estate planning in Louisiana hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Louisiana. Light bars are all US advisors for estate planning.
Does Louisiana have an estate or inheritance tax?
No. Louisiana has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
Is Louisiana a community property state?
Yes. Louisiana is a community property state, which shapes how married couples title assets and what happens to cost basis at death.
What should I ask a financial advisor about estate planning in Louisiana?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
- How would community property rules change how we title our assets?
How current is this list of fee-only advisors for estate planning in Louisiana?
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 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Keith Deane | Deane Retirement Strategies, Inc. | New Orleans | AIF, CFP, CRC | Percentage of assets |
| James Rogers | Aurelius Family Office | Shreveport | CFA | Percentage of assets, Fixed fees |
| Eric Dunavant | Paradiem | Covington | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Logan Bowers | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Matthew Sullivan | Paradiem | Covington | Not listed | Percentage of assets, 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 |
| Cole Smith | Lyons Capital Group | Shreveport | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Gianni Toce | Toce Financial Group | Mandeville | Not listed | Percentage of assets, Fixed fees |
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