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.
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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.
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
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.
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.
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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)
