JECOHEN & CO., LLC
New Orleans, LA
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(833) 828-2540
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in LA
111 advisers found
SCHAYOT FINANCIAL LLC
Metairie, LA
AUM
$72.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
504-830-7550
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
LEGACY WEALTH CONCEPTS
Baton Rouge, LA
AUM
$64.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
225-766-9506
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
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
845-741-7150
STABILITY FINANCIAL, LLC
Marrero, LA
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(504) 324-7480
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
TERRELL FINANCIAL GROUP
Metairie, LA
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
504-838-0411
BAVARIAN WEALTH MANAGEMENT, INC.
New Orleans, LA
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
504-299-3370
TOCE FINANCIAL GROUP
Mandeville, LA
AUM
$19.2M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
9852762018
PROGENY WEALTH MANAGEMENT LLC
Baton Rouge, LA
AUM
$18.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-465-1090
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
SOW ADVISORS LLC
Youngsville, LA
AUM
$10.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-257-7102
NINETY WEST GLOBAL WEALTH
New Orleans, LA
AUM
$6.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(504) 822-6083
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
HEDGED PRIVATE WEALTH
Metairie, LA
AUM
$4.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
504-339-5547
DW HUFF ADVISORY
Chalmette, LA
AUM
$1.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5046039990
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