Financial advisors for tax planning in Louisiana
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.
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 EA, CPA and CFP. Fees on file: percentage of assets, fixed fees.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Mike Turi Upbeat Wealth, New Orleans Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Montgomery Gossen BCM Advisors, Lafayette Holds the CFP. Fees on file: percentage of assets.
- Todd Hubbell Hubbell Strickland Wealth Management, New Orleans Holds the CFP. Fees on file: percentage of assets, fixed fees.
- 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.
Plus 9 in other cities.
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.
- EA6% in Louisiana
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA3% in Louisiana
- CPAs bring broad tax and accounting depth.
- CFP29% in Louisiana
- 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.
Dark bars are Louisiana. Light bars are all US advisors for tax planning.
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.
All 34 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 |
| 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 |
| 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 |
| 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 |
| Travis Shepherd | Prostatis Group | Greenwell Springs | Not listed | Percentage of assets, Hourly |
| Bradley Ortego | SOW Advisors | Youngsville | 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 |
| Michael Ripski | Skipjack Financial | New Orleans | Not listed | Ongoing planning fee, One-time planning fee |
| David Huff | DW Huff Advisory | Chalmette | PFS | Percentage of assets, Hourly |
| 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 |
| 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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