Fee-Only Financial Advisors in Louisiana

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Louisiana area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Louisiana Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Mike Turi

CFP®, APMA®

Upbeat Wealth

New Orleans, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Real Estate Investing

Fee-Only financial planner located in New Orleans, LA, serving clients locally and across the country

Jerry Broussard

CFP®

Broussard Financial Group, LLC

Lafayette, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Fee Only Financial Planner with offices in Kaplan and Lafayatte, LA and serving clients nationwide

I can work with clients anywhere!

Michael Rivas

CFP®, EA

Bienvenue Wealth LLC

New Orleans, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Wealth Advisor in the heart of New Orleans

Sara Sroka

CPA, CFP®

Bienvenue Wealth LLC

New Orleans, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Wealth Advisor in the heart of New Orleans

I can work with clients anywhere!

Linda Deane

CFP®, CRC®, AIF®,

Deane Retirement Strategies

New Orleans, LA

Specialties: Financial and Retirement Planning, Discretionary Investment Management, Retirement Income Management, 401k Company Plans, IRA Rollovers

We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and Southeast Louisiana. Our new-client minimum is $1 million.

Jude Boudreaux

CFP®

The Planning Center

New Orleans, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in New Orleans, LA and Serving Clients Nationwide

Robert Morella

CPA/PFS

Apex Capital Management

Lafayette, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Lafayette, LA and Serving Clients Nationwide

Shelley Ferro

CFP®, EA, CMC®

Ferro Financial LLC

Metairie, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Strategic Financial Advice

Ferro Financial, LLC specializes in working with woman and couples preparing for and entering retirement.

I can work with clients anywhere!

Keith Deane

CFP®, CRC®, AIF®,

Deane Retirement Strategies

New Orleans, LA

Specialties: Financial and Retirement Planning, Discretionary Investment Management, Retirement Income Management, 401k Company Plans, IRA Rollovers

We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and Southeast Louisiana. Our new-client minimum is $1 million.

William Nunn

CFP®

Horizon Financial Planning LLC

New Orleans, LA

Robert Reed

CFP®

Personal Financial Advisors, LLC

Covington, LA

  • Refine Your Search

      Search By Zip Code or City


    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser