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hackett robertson tobe group

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hackett robertson tobe groupnew orleans, LA

Additional Information

The Hackett Group LLC is an independent institutional investment consulting firm and registered Investment Adviser (RIA) with the Securities and Exchange Commission. The firm provides customized investment counsel and consulting services primarily to public funds, retirement plan sponsors, fiduciaries, and political subdivisions. The company is Woman and Minority owned and DBE certified by the City of New Orleans.

Registered Investment Adviser (RIA) with the Securities and Exchange CommissionRegistered with the MSRB as a municipal advisorWoman and Minority ownedDBE certified by the City of New Orleans

Specializes in

Defined benefit and defined contribution pension plansGovernmental financeEconomic developmentGovernmental fiscal and operational mattersImpact investing for social and environmental outcomes

Services

Pension consultingInvestment advisoryMunicipal advisoryImpact investingInvestment bankingReal estate analysisPublic policy consultingFiduciary servicesComprehensive pension review

Serving New Orleans, Municipal entities, Cities and states

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 5046030246

Website: https://www.hackett-group.com

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How much does a financial advisor cost in new orleans?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

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How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.