Fee-OnlyFinder

Advisers in Mandeville, LA

7 advisers in Mandeville — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (3)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Eagle Capital Management, LLC1417 West Causeway Approach · Mandeville, LA 70471 · (985) 778-0987 · Financial planningCRD 110177 · % of assets · $455.2 million AUMSEC registeredNo commissions reportedGt Financial, LTD., L.L.C.#2 Sanctuary Boulevard, Suite 304 · Mandeville, LA 70471 · (985) 674-1701 · Financial planningCRD 117096 · % of assets, Hourly charges, Other · $49.7 million AUMState registeredNo commissions reportedKropog Financial Group, LLC2895 Highway 190 Ste 205 · Mandeville, LA 70471 · (985) 727-6724 · Financial planningCRD 282747 · % of assets, Hourly charges, Fixed fees · $160.5 million AUMSEC registeredNo commissions reportedMartin & Associates Investment Advisory Services LLC102 Fontainbleau Drive, Bldg. E-1 · Mandeville, LA 70471 · (985) 792-7879 · % of assets managedCRD 110644 · % of assets · $68.8 million AUMState registeredNo commissions reportedOrleans Capital Management Corp830 West Causeway Approach, Suite 1200 · Mandeville, LA 70471 · (504) 592-4680 · Flat / fixed feesCRD 111359 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedSpinosa Wealth Management Group4565 Lasalle Street, Suite 201 · Mandeville, LA 70471 · (985) 674-6722 · Financial planningCRD 170903 · % of assets, Hourly charges, Fixed fees · $191.4 million AUMSEC registeredNo commissions reportedToce Financial Group LLC1830 Monroe St · Mandeville, LA 70448 · (985) 276-2018 · Financial planningCRD 297965 · % of assets, Fixed fees · $19.2 million AUMState registeredNo commissions reported
Talking to advisers in Mandeville? 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.