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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
190 advisers found
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
MECHE AND ASSOCIATES LLC
Lafayette, LA
AUM
$17.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
337-983-1014
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
PELICAN WEALTH MANAGEMENT
Monroe, LA
AUM
$11.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
318-600-3010
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
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
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
BIG VENTURES MANAGEMENT COMPANY, LLC
Shreveport, LA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(318) 746-8430
DANIEL SANT, CPA
Shreveport, LA
AUM
—
Financial Planning
Team
5 employees
Clients
—
Fees
REVENUE SHARING
318-321-2765
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