Financial Advisors in Louisiana

Browse 84 financial advisors in Louisiana — page 1 of 2.

abel hall, llc

baton rouge, LA

225-408-4000
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adg wealth management group, llc

metairie, LA

504-267-9880
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adkins seale capital management llc

shreveport, LA

318-703-3641
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advantage capital

new orleans, LA

504-522-4850
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advisor.investments

baton rouge, LA

225-292-0687
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advocacy financial llc

covington, LA

888-787-4590
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apex capital management, l.l.c.

lafayette, LA

337-895-0800
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argent advisors, inc.

ruston, LA

318-251-5800
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argent retirement plan advisors, llc

new orleans, LA

381-251-5800
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asempa wealth advisors

baton rouge, LA

(225) 529-9329
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asset planning services inc

covington, LA

985-867-8679
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avant capital, llc

lafayette, LA

(337) 504-2221
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bcm advisors, llc

lafayette, LA

337-233-7758
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beam wealth advisors, inc.

covington, LA

985-893-1440
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bellingrath wealth management, l.l.c.

new orleans, LA

646-395-3900
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benson capital partners

new orleans, LA

504-603-0126
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bernhard capital partners management, lp

baton rouge, LA

(225) 228-2500
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big ventures management company, llc

shreveport, LA

(318) 746-8430
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black bay partners, llc

new orleans, LA

504-227-3020
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brian low financial group, llc

baton rouge, LA

225-292-4225
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broussard financial group, llc

kaplan, LA

337-643-8319
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cane capital partners, llc

St. Francisville, LA

281-608-1137
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carr's hill partners

new orleans, LA

504-332-0901
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castellano & associates

shreveport, LA

318-683-1040
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colomb investment management company, llc

metairie, LA

504-520-8050
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crescent city retirement group

metairie, LA

504-828-2171
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crescent investment advisors llc

new orleans, LA

(504) 378-3470
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crescent sterling ltd.

metairie, LA

504-885-1135
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cross creek media fund advisors

houma, LA

985-876-0131
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cullen investment group

lafayette, LA

337-237-8000
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cypress fund management, llc

shreveport, LA

318-424-2031
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deane retirement strategies, inc.

new orleans, LA

504-582-2345
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delta financial advisors, l.l.c.

metairie, LA

504 522-9019
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doucet asset management, llc

new orleans, LA

205-414-9788
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dumaine investments llc

new orleans, LA

504-521-7350
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eagle capital management, llc

mandeville, LA

985-778-0987
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emeth value capital, llc

new orleans, LA

210-381-7262
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enhanced capital partners, llc

new orleans, LA

504-569-7900
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equitas capital advisors,llc

new orleans, LA

504-569-9600
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evans investment advisors, l.l.c.

baton rouge, LA

225-761-7870
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fletcher financial group

west monroe, LA

318-387-8918
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fortune 45, llc.

gonzales, LA

225-614-9599
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fpl capital management, llc

metairie, LA

504-828-1969
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freegulliver, llc

new orleans, LA

504-899-0300
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going cpas and wealth advisors

opelousas, LA

337-942-3041
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graham, bordelon, golson & gilbert, inc.

monroe, LA

318-322-7157
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guilbault capital

metairie, LA

504-612-9250
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hackett robertson tobe group

new orleans, LA

5046030246
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Frequently Asked Questions

How much does a financial advisor cost in Louisiana?

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?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

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.