# Financial advisors for tax planning in Louisiana > For tax planning in Louisiana, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Michael Rivas of Bienvenue Wealth LLC, Eric Johns of Equilibrium Financial Planning LLC and Mike Turi of Upbeat Wealth. Page: https://find.wellspent.co/specialties/tax-planning/louisiana/ 34 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Louisiana? For tax planning in Louisiana, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Michael Rivas of Bienvenue Wealth LLC, Eric Johns of Equilibrium Financial Planning LLC and Mike Turi of Upbeat Wealth. - [Michael Rivas](https://find.wellspent.co/advisors/michael-rivas/), Bienvenue Wealth LLC, New Orleans. Holds the EA, CPA and CFP. Fees on file: percentage of assets, fixed fees. - [Eric Johns](https://find.wellspent.co/advisors/eric-johns/), Equilibrium Financial Planning LLC, Kenner. Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Mike Turi](https://find.wellspent.co/advisors/mike-turi/), Upbeat Wealth, New Orleans. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Montgomery Gossen](https://find.wellspent.co/advisors/montgomery-gossen/), BCM Advisors, Lafayette. Holds the CFP. Fees on file: percentage of assets. - [Todd Hubbell](https://find.wellspent.co/advisors/todd-hubbell/), Hubbell Strickland Wealth Management, New Orleans. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Keith Deane](https://find.wellspent.co/advisors/keith-deane/), Deane Retirement Strategies, Inc., New Orleans. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Louisiana work on tax planning? The Wellspent public graph lists 34 fee-only advisors for tax planning in Louisiana, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for tax planning in Louisiana located? Of the 34 fee-only advisors for tax planning in Louisiana, 10 are in Lafayette, followed by 6 in New Orleans and 3 in Metairie. ## How do fee-only advisors for tax planning in Louisiana charge? The most common fee among fee-only advisors for tax planning in Louisiana is a percentage of assets, used by 97% of the 34 with fees on file. Many use more than one: 29% charge by the hour and 29% charge fixed fees. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the EA, CPA and CFP. In Louisiana, 29% of the 34 advisors listed hold the CFP. - EA (6% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (3% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (29% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Louisiana advisors for tax planning compare with the rest of the US? 29% of fee-only advisors for tax planning in Louisiana hold the CFP, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What should I ask a financial advisor about tax planning in Louisiana? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for Louisiana tax alongside federal tax? ## How current is this list of fee-only advisors for tax 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Eric Johns](https://find.wellspent.co/advisors/eric-johns.md) | Equilibrium Financial Planning LLC | Kenner, Louisiana | CFP, EA, MBA | Percentage of assets, One-time planning fee, Hourly | | [Michael Rivas](https://find.wellspent.co/advisors/michael-rivas.md) | Bienvenue Wealth LLC | New Orleans, Louisiana | BS, CFP, EA, CPA | Percentage of assets, Fixed fees | | [Gary Birdsall](https://find.wellspent.co/advisors/gary-birdsall.md) | True Financial, LLC | Houma, Louisiana | CFP, JD | Percentage of assets, Fixed fees | | [Eddy Jurgielewicz](https://find.wellspent.co/advisors/eddy-jurgielewicz.md) | Upbeat Wealth | New Orleans, Louisiana | CFP | Percentage of assets, Ongoing planning fee | | [Keith Deane](https://find.wellspent.co/advisors/keith-deane.md) | Deane Retirement Strategies, Inc. | New Orleans, Louisiana | AIF, CFP, CRC | Percentage of assets | | [Mike Turi](https://find.wellspent.co/advisors/mike-turi.md) | Upbeat Wealth | New Orleans, Louisiana | CFP, APMA | Percentage of assets, Ongoing planning fee | | [James Rogers](https://find.wellspent.co/advisors/james-rogers-6101155.md) | Aurelius Family Office | Shreveport, Louisiana | CFA | Percentage of assets, Fixed fees | | [Amanda Harrell](https://find.wellspent.co/advisors/amanda-harrell.md) | FPL Capital Management | Metairie, Louisiana | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Jonas Lowery](https://find.wellspent.co/advisors/jonas-lowery.md) | BCM Advisors | Lafayette, Louisiana | CFP | Percentage of assets | | [Kaleb Price](https://find.wellspent.co/advisors/kaleb-price.md) | BCM Advisors | Lafayette, Louisiana | CFP | Percentage of assets | | [Michael George](https://find.wellspent.co/advisors/michael-george.md) | FPL Capital Management | Metairie, Louisiana | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Montgomery Gossen](https://find.wellspent.co/advisors/montgomery-gossen.md) | BCM Advisors | Lafayette, Louisiana | CFP | Percentage of assets | | [Todd Hubbell](https://find.wellspent.co/advisors/todd-hubbell.md) | Hubbell Strickland Wealth Management | New Orleans, Louisiana | CFP | Percentage of assets, Fixed fees | | [Virajith Wijeweera](https://find.wellspent.co/advisors/virajith-wijeweera.md) | FPL Capital Management | Metairie, Louisiana | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Alajahwon Ridgeway](https://find.wellspent.co/advisors/alajahwon-ridgeway.md) | A.B. Ridgeway Wealth Management | Lafayette, Louisiana | | Percentage of assets, One-time planning fee | | [Andrew Duckworth](https://find.wellspent.co/advisors/andrew-duckworth.md) | Prostatis Group | Baton Rouge, Louisiana | | Percentage of assets, Hourly | | [Ashley Michelli](https://find.wellspent.co/advisors/ashley-michelli.md) | Prostatis Group | Baton Rouge, Louisiana | | Percentage of assets, Hourly | | [Erin McMenemon](https://find.wellspent.co/advisors/erin-mcmenemon.md) | BCM Advisors | Lafayette, Louisiana | CFA | Percentage of assets | | [Jerry Linebaugh](https://find.wellspent.co/advisors/jerry-linebaugh.md) | Prostatis Group | Baton Rouge, Louisiana | | Percentage of assets, Hourly | | [Justin Smallwood](https://find.wellspent.co/advisors/justin-smallwood.md) | The Financial Resource Center | Covington, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Travis Shepherd](https://find.wellspent.co/advisors/travis-shepherd.md) | Prostatis Group | Greenwell Springs, Louisiana | | Percentage of assets, Hourly | | [Bradley Ortego](https://find.wellspent.co/advisors/bradley-ortego.md) | SOW Advisors | Youngsville, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Gabriel Martin](https://find.wellspent.co/advisors/gabriel-martin.md) | Pelican Family Office | Covington, Louisiana | | Flat fee or retainer, Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jack Branch](https://find.wellspent.co/advisors/jack-branch.md) | Pelican Family Office | Covington, Louisiana | | Flat fee or retainer, Percentage of assets, One-time planning fee, Ongoing planning fee | | [Logan Bowers](https://find.wellspent.co/advisors/logan-bowers.md) | SOW Advisors | Youngsville, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Michael Ripski](https://find.wellspent.co/advisors/michael-ripski.md) | Skipjack Financial | New Orleans, Louisiana | | Ongoing planning fee, One-time planning fee, Hourly, Flat fee or retainer | | [David Huff](https://find.wellspent.co/advisors/david-huff.md) | DW Huff Advisory | Chalmette, Louisiana | PFS | Percentage of assets, Hourly, Fixed fees | | [Ernest Domingue](https://find.wellspent.co/advisors/ernest-domingue.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [George Holland](https://find.wellspent.co/advisors/george-holland.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [Joseph Billeaud](https://find.wellspent.co/advisors/joseph-billeaud.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [Leslie Campora](https://find.wellspent.co/advisors/leslie-campora.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [Stephenie Scelfo](https://find.wellspent.co/advisors/stephenie-scelfo.md) | BCM Advisors | Lafayette, Louisiana | | Percentage of assets | | [Andre Toce](https://find.wellspent.co/advisors/andre-toce.md) | Toce Financial Group | Mandeville, Louisiana | | Percentage of assets, Fixed fees | | [Gianni Toce](https://find.wellspent.co/advisors/gianni-toce.md) | Toce Financial Group | Mandeville, Louisiana | | Percentage of assets, Fixed fees | ## Related - [Estate planning in Louisiana](https://find.wellspent.co/specialties/estate-planning/louisiana.md) - [Retirement planning in Louisiana](https://find.wellspent.co/specialties/retirement-planning/louisiana.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).