Fee-OnlyFinder

Advisers in Covington, LA

6 advisers in Covington — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Retirement plan consulting (3)

All advisers

Advocacy Financial LLC212 Park Place · Covington, LA 70433 · (888) 787-4590 · Financial planningCRD 305954 · % of assets, Fixed fees · $103.4 million AUMSEC registeredNo commissions reportedAsset Planning Services INC509 W. 21st Avenue · Covington, LA 70433 · (985) 867-8679 · Financial planningCRD 104715 · % of assets, Fixed fees · $365.6 million AUMSEC registeredNo commissions reportedBeam Wealth Advisors, INC.72096 Ramos Avenue, Suite D · Covington, LA 70433 · (985) 893-1440 · Financial planningCRD 109867 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedLive Oak Wealth Management, LLC7020 Hwy 190 Suite a · Covington, LA 70433 · (985) 624-8916 · Financial planningCRD 306225 · % of assets, Fixed fees · $57.0 million AUMState registeredNo commissions reportedParadiem, LLC510 N Jefferson Ave · Covington, LA 70433 · (985) 727-0770 · Financial planningCRD 158200 · % of assets, Hourly charges, Fixed fees · $483.4 million AUMSEC registeredNo commissions reportedPelican Advisory LLC681 River Highland Blvd. · Covington, LA 70433 · (985) 237-4033 · Financial planningCRD 330658 · % of assets, Fixed fees · $119.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Covington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.