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:

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 Advisor serving Covington, LA and Northport, AL area.

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

Ryan Frailich

Deliberate Finances

New Orleans, LA

Specialties: Financial Planning, Student Loans, Budgeting & Cash-flow, Insurance Planning, Basic Estate Planning

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.

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

Lauren Lindsay

CFP®

Personal Financial Advisors

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

Jerry Broussard

CFP®

Broussard Financial Group, LLC

Lafayette, LA

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

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

Joan Cox

CFP®, CRPC®, CeFT™

Personal Financial Advisors

Covington, LA

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

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

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.

Michael Rivas

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

Shelley Ferro

Ferro Financial LLC

Metairie, LA

Montgomery Gossen

Billeaud Capital Management

Lafayette, LA

John Hixson

Financial Management Professionals

Lake Charles, LA

  • 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

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