Financial advisors for retirement planning in Louisiana
Which financial advisor should I talk to about retirement planning in Louisiana?
For retirement planning in Louisiana, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Michael Rivas of Bienvenue Wealth LLC, Eric Johns of Equilibrium Financial Planning LLC and Stephen Hassell of Hassell Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Michael Rivas Bienvenue Wealth LLC, New Orleans Holds the CFP, EA and CPA. Fees on file: percentage of assets, fixed fees.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Stephen Hassell Hassell Wealth Management, Metairie Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jerry Broussard Broussard Financial Group, LLC, Lafayette Holds the CFP. Fees on file: one-time planning fee.
- Gary Birdsall True Financial, LLC, Houma Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Todd Hubbell Hubbell Strickland Wealth Management, New Orleans Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Louisiana work on retirement planning?
The Wellspent public graph lists 36 fee-only advisors for retirement planning in Louisiana, at 19 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Louisiana located?
Of the 36 fee-only advisors for retirement planning in Louisiana, 11 are in Lafayette, followed by 6 in Metairie and 4 in New Orleans.
Plus 8 in other cities.
How do fee-only advisors for retirement planning in Louisiana charge?
The most common fee among fee-only advisors for retirement planning in Louisiana is a percentage of assets, used by 94% of the 36 with fees on file. Many use more than one: 39% charge by the hour and 39% charge fixed fees.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP, EA and CPA. In Louisiana, 31% of the 36 advisors listed hold the CFP.
- CFP31% in Louisiana
- The CFP covers income, tax, insurance, and estate decisions together.
- EA6% in Louisiana
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA3% in Louisiana
- CPAs help with the tax side of withdrawals.
How do Louisiana advisors for retirement planning compare with the rest of the US?
31% of fee-only advisors for retirement planning in Louisiana hold the CFP, compared with 46% of the 7,304 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 retirement planning.
Does Louisiana tax Social Security?
No. Louisiana doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Louisiana?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Louisiana tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 36 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 |
| Jerry Broussard | Broussard Financial Group, LLC | Lafayette | CFP | One-time planning fee |
| Keith Deane | Deane Retirement Strategies, Inc. | New Orleans | AIF, CFP, CRC | Percentage of assets |
| Stephen Hassell | Hassell Wealth Management | Metairie | CFP | Percentage of assets, Ongoing planning fee |
| James Rogers | Aurelius Family Office | Shreveport | CFA | Percentage of assets, Fixed fees |
| Amanda Harrell | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Logan Bowers | SOW Advisors | Youngsville | 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 |
| Joseph Billeaud | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Leslie Campora | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Stephenie Scelfo | BCM Advisors | Lafayette | 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 |
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