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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in LA
78 advisers found
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
TWRU PRIVATE WEALTH MANAGEMENT, LLC
Baton Rouge, LA
AUM
$78.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
225-926-1050
PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
Metairie, LA
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
504-291-1525
BONFANTI INVESTMENT SERVICES, LLC
Prairieville, LA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
225-612-3984
PALMER WEALTH MANAGEMENT LLC
Prairieville, LA
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225-304-0025
DEMAURIAC LLC
New Orleans, LA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-358-0433
ROYAL ROAD WEALTH PARTNERS, LLC
New Orleans, LA
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(504) 249-8586
CORNERSTONE ADVISORY
Mandeville, LA
AUM
$25.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +2 more
985-626-7574
HTB WEALTH ADVISORS, LLC
Baton Rouge, LA
AUM
$24.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(225) 928-4770
OAKWATER FINANCIAL
Ruston, LA
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(318) 702-3035
UPBEAT WEALTH
New Orleans, LA
AUM
$14.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-386-3856
TRUE FINANCIAL, LLC
Houma, LA
AUM
$11.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
985-208-3900
ADVANTAGE WEALTH MANAGEMENT, L.L.C.
Lafayette, LA
AUM
$4.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
337-210-1264
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC
Metairie, LA
AUM
$4.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
504-520-8050
CONSORTIUM PRIVATE WEALTH LLC
Slidell, LA
AUM
$650K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-980-5601
FIDUCIARY PARTNERS, LLC
Metairie, LA
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
504-309-0060
FIRST SECURITY FINANCIAL WEALTH MANAGER, INC.
Metairie, LA
AUM
—
Financial Planning
Team
1 advisors
Clients
51-100
Fees
Fixed fees; REFERRAL FEES AND PENSION CONSULTING FEES
504-834-1150
RAINIER WEALTH PLANNING, LLC
Baton Rouge, LA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225.953.8286
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
AUM
$185.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-443-0571
Full profileNo website
COOPER, CLAY STEPHEN
Pineville, LA
AUM
$81.0M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
318-487-4242
Full profileNo website