DANIEL SANT, CPA
Shreveport, LA
AUM
—
Financial Planning
Team
5 employees
Clients
—
Fees
REVENUE SHARING
318-321-2765
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in LA
111 advisers found
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
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 323-0307
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
SENIOR ADVISORY GROUP, LLC
Baton Rouge, LA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
225-955-3159
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
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
3184692830
Full profileNo website
GLOBAL PLANNING STEWARDS LLC
Baton Rouge, LA
AUM
$79.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-936-3263
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
GT FINANCIAL, LTD., L.L.C.
Mandeville, LA
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
985-674-1701
Full profileNo website
LAILAPS CAPITAL, L.L.C.
Abbeville, LA
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
337-303-3427
Full profileNo website
CAPITAL FINANCIAL PLANNERS, LLC
Youngsville, LA
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-364-2151
Full profileNo website
CHF WEALTH MANAGEMENT, LLC
Lafayette, LA
AUM
—
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; NEGOTIABLE FEES
337-232-6170
Full profileNo website
COMMON CENTS FINANCIAL PLANNING
Abita Springs, LA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
504-723-7945
Full profileNo website
SYNERGIST PRIVATE WEALTH LLC
New Orleans, LA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
504-339-7373
Full profileNo website
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