BEAM WEALTH ADVISORS, INC.
Covington, LA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
985-893-1440
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in LA, COVINGTON
6 advisers found
PARADIEM, LLC
Covington, LA
AUM
$483.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
985-727-0770
ADVOCACY FINANCIAL LLC
Covington, LA
AUM
$103.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-787-4590
PELICAN ADVISORY LLC
Covington, LA
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
985-237-4033
ASSET PLANNING SERVICES INC
Covington, LA
AUM
$365.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
985-867-8679
Full profileNo website
LIVE OAK WEALTH MANAGEMENT, LLC
Covington, LA
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
985 624-8916
Full profileNo website