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

I can work with clients anywhere!

Jude Boudreaux

CFP®, GFP (USA)

The Planning Center

New Orleans, LA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review

At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

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.

I can work with clients anywhere!

Eddy Jurgielewicz

CFP®

Upbeat Wealth

New Orleans, LA

Specialties: Comprehensive Financial Planning, Commingling Finances, Family Planning, Tax Planning, Liquidity Events, Real Estate Investing

We partner with driven young families through life’s milestones, aligning money with purpose. Offices in New Orleans, LA, and Los Angeles, CA serving clients locally and across the country.

I can work with clients anywhere!

Eric Johns

CFP®, MBA, EA

Equilibrium Financial Planning LLC

New Orleans, LA

Specialties: Tax Planning, Retirement Income Planning, Investment Planning, Cash Flow & Budget, Estate Planning, Insurance Planning, Comprehensive Financial Planning

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

I can work with clients anywhere!

Mike Turi

CFP®, APMA™®

Upbeat Wealth

New Orleans, LA

Specialties: Comprehensive Financial Planning, Commingling Finances, Family Planning, Tax Planning, Liquidity Events, Real Estate Investing, Prioritizing Cash Flow, Equity Compensation

We partner with driven young families through life’s milestones, aligning money with purpose. Offices in New Orleans, LA, and Los Angeles, CA serving clients locally and across the country.

Shelley Ferro

CFP®, EA, CMC®

Ferro Financial LLC

Metairie, LA

Michael Rivas

CFP®, EA

Bienvenue Wealth LLC

New Orleans, LA

Sara Sroka

CPA, CFP®

Bienvenue Wealth LLC

New Orleans, LA

William Nunn

CFP®

Horizon Financial Planning LLC

New Orleans, LA

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    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

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