GOING CPAS AND WEALTH ADVISORS
Opelousas, LA
AUM
$160.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
337-942-3041
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in LA
111 advisers found
KROPOG FINANCIAL GROUP, LLC
Mandeville, LA
AUM
$160.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(985) 727-6724
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
Shreveport, LA
AUM
$156.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-221-7526
AUM
$145.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
800-528-6191
AUM
$140.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(901) 338-3400
BROUSSARD FINANCIAL GROUP, LLC
Kaplan, LA
AUM
$138.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
337-643-8319
HARGER AND COMPANY, INC.
Baton Rouge, LA
AUM
$137.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
225-767-7228
FLETCHER FINANCIAL GROUP
West Monroe, LA
AUM
$133.0M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Commissions +1 more
318-387-8918
CRESCENT CITY RETIREMENT GROUP
Metairie, LA
AUM
$130.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
504-828-2171
JCN FINANCIAL & TAX ADVISORY GROUP, LLC
Baton Rouge, LA
AUM
$130.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(225) 755-0488
CASTELLANO & ASSOCIATES
Shreveport, LA
AUM
$129.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
318-683-1040
PELICAN INVESTMENT ADVISORS, LLC
Baton Rouge, LA
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
225-293-9283
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(985) 809-0530
AUM
$118.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
786-216-7547
MANRKE WEALTH
Toronto, Ontario, LA
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
647-948-3048
LEGACY INVESTMENT STRATEGIES, LLC
Metairie, LA
AUM
$111.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-361-7788
AUM
$111.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
617-527-1623
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
BIENVENUE WEALTH LLC
New Orleans, LA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
504-355-0890
CAPITAL SOUTH WEALTH MANAGEMENT, LLC
Baton Rouge, LA
AUM
$96.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-709-0703
WINGO ASSET MANAGEMENT, LLC
Shreveport, LA
AUM
$96.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
318-629-8800
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
PARISH INVESTMENT ADVISORS LLC
Lafayette, LA
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-205-3234
GRAF FINANCIAL, L.L.C.
Baton Rouge, LA
AUM
$80.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
225-223-6048