Financial Advisors in Louisiana
Browse 84 financial advisors in Louisiana — page 2 of 2.
hancock whitney investment services inc.
new orleans, LA
harger and company, inc.
baton rouge, LA
hassell wealth management
houma, LA
hibernia wealth partners, llc
baton rouge, LA
hmv wealth advisors, llc
shreveport, LA
hubbell strickland wealth management, llc
new orleans, LA
jcn financial & tax advisory group, llc
baton rouge, LA
kg capital management, llc
St. Francisville, LA
kropog financial group, llc
mandeville, LA
lees monsour group
shreveport, LA
longuevue management company llc
metairie, LA
lyons capital group
shreveport, LA
maritime partners, llc
metairie, LA
maven royalty management, llc
shreveport, LA
meriwether wealth & planning, llc
minden, LA
montz harcus wealth management
new orleans, LA
newedge advisors
new orleans, LA
orleans capital management corp
mandeville, LA
paradiem, llc
covington, LA
pinnacle asset management group, corporation (inc.)
shreveport, LA
regatta research & money management l.l.c.
metairie, LA
search fund accelerator, llc
new orleans, LA
second line capital, llc
metairie, LA
sisung investment management services llc
metairie, LA
spinosa wealth management group
mandeville, LA
st. denis j. villere & co., llc
new orleans, LA
stokes family office llc
new orleans, LA
stone wealth partners llc
lafayette, LA
summit financial wealth advisors
lafayette, LA
the archer consulting group, llc
thibodaux, LA
thirtynorth investments, llc
new orleans, LA
truwealth advisors, llc
metairie, LA
vines capital management, llc
monroe, LA
walter c. flower & co., inc
new orleans, LA
waters, parkerson & co., llc
new orleans, LA
wealthharbor capital group, llc
metairie, LA
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.