Fee-Only Financial Planners in Louisiana

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Louisiana:

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

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

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

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!

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

Robert Reed

CFP®

Personal Financial Advisors, LLC

Covington, LA

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

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

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

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!

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!

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.

Alajahwon Ridgeway

A.B. Ridgeway Wealth Management

Lafayette, LA

Nicholas Trappey

CFP®

Pelican Wealth Management, LLC

Monroe, LA

William Nunn

CFP®

Horizon Financial Planning LLC

New Orleans, LA

John Hixson

FMP Wealth Advisers

Lake Charles, LA

Douglas Moran

DM Financial Group

Shreveport, 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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