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Financial planning in Metairie, LA

14 advisers in Metairie offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Adg Wealth Management Group, LLC433 Metairie Road, Suite 500 · Metairie, LA 70005 · (504) 267-9880 · Financial planningCRD 132341 · % of assets, Hourly charges, Fixed fees · $336.3 million AUMSEC registeredNo commissions reportedColomb Investment Management Company, LLC3636 South Interstate 10 Service Road, Suite 214 · Metairie, LA 70001 · (504) 520-8050 · Financial planningCRD 140088 · % of assets, Hourly charges, Fixed fees · $4.7 million AUMSEC registeredNo commissions reportedCrescent City Retirement Group3500 North Causeway Blvd, Suite 1442 · Metairie, LA 70002 · (504) 828-2171 · Financial planningCRD 146666 · % of assets, Hourly charges, Fixed fees · $130.9 million AUMSEC registeredNo commissions reportedCrescent Sterling LTD.4415 Shores Drive, Suite 250 · Metairie, LA 70006 · (504) 885-1135 · Financial planningCRD 106633 · % of assets, Hourly charges, Fixed fees · $210.2 million AUMSEC registeredNo commissions reportedDelta Financial Advisors, L.L.C.111 Veterans Memorial Blvd., Suite 1555 · Metairie, LA 70005 · (504) 522-9019 · Financial planningCRD 122092 · % of assets, Hourly charges · $592.3 million AUMSEC registeredNo commissions reportedFpl Capital Management, LLC3525 North Causeway Boulevard, Suite 633 · Metairie, LA 70002 · (504) 828-1969 · Financial planningCRD 117499 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGuilbault Capital3850 N Causeway Blvd., Suite 121 · Metairie, LA 70002 · (504) 612-9250 · Financial planningCRD 331160 · % of assets, Hourly charges, Fixed fees · $303.8 million AUMSEC registeredNo commissions reportedHedged Private Wealth1 Galleria Blvd, Suite 710c · Metairie, LA 70001 · (504) 339-5547 · Financial planningCRD 297031 · % of assets, Fixed fees, Performance-based fees · $4.2 million AUMState registeredNo commissions reportedLegacy Investment Strategies, LLC3445 N Causeway Blvd, Suite 905 · Metairie, LA 70002 · (504) 361-7788 · Financial planningCRD 117423 · % of assets, Hourly charges, Fixed fees · $111.4 million AUMState registeredNo commissions reportedPlanning Associates Wealth Management, LLC3501 North Causeway Boulevard, Suite 104 · Metairie, LA 70002 · (504) 291-1525 · Financial planningCRD 305339 · % of assets, Hourly charges, Fixed fees · $72.3 million AUMState registeredNo commissions reported
Regatta Research & Money Management L.L.C.6620 Riverside Drive, Suite 207 · Metairie, LA 70003 · (504) 831-4636 · Financial planningCRD 113181 · % of assets · $211.5 million AUMSEC registeredNo commissions reportedSchayot Financial LLC3838 N Causeway Blvd Suite 3020 · Metairie, LA 70002 · (504) 830-7550 · Financial planningCRD 337315 · % of assets, Hourly charges, Fixed fees · $72.8 million AUMState registeredNo commissions reportedSecond Line Capital, LLC2800 Veterans Memorial Blvd., Suite 220 · Metairie, LA 70002 · (504) 321-0923 · Financial planningCRD 324386 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedTerrell Financial Group3045 Ridgelake Drive, Suite 301 · Metairie, LA 70002 · (504) 838-0411 · Financial planningCRD 148425 · % of assets, Hourly charges, Fixed fees · $22.7 million AUMState registeredNo commissions reported