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Financial planning in New Orleans, LA

17 advisers in New Orleans offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 17

Bavarian Wealth Management, INC.650 Poydras Street, Suite 1906 · New Orleans, LA 70130 · (504) 299-3370 · Financial planningCRD 135035 · % of assets, Hourly charges · $20.1 million AUMState registeredNo commissions reportedBienvenue Wealth LLC1100 Poydras Street, Suite 1502 · New Orleans, LA 70163 · (504) 355-0890 · Financial planningCRD 153313 · % of assets, Fixed fees · $98.8 million AUMState registeredNo commissions reportedDeane Retirement Strategies, INC.2065 Energy Centre, 1100 Poydras Street · New Orleans, LA 70163 · (504) 582-2345 · Financial planningCRD 127096 · % of assets · $250.7 million AUMSEC registeredNo commissions reportedDemauriac LLC401 Saint Joseph St, Suite 2a · New Orleans, LA 70130 · (504) 358-0433 · Financial planningCRD 306542 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedDumaine Investments LLC650 Poydras Street, Suite 1010 · New Orleans, LA 70130 · (504) 521-7350 · Financial planningCRD 306481 · % of assets, Fixed fees · $227.0 million AUMSEC registeredNo commissions reportedEquitas Capital Advisors,llc365 Canal Street, Suite 3050 · New Orleans, LA 70130 · (504) 569-9600 · Financial planningCRD 124471 · % of assets, Fixed fees · $214.2 million AUMSEC registeredNo commissions reportedHubbell Strickland Wealth Management, LLC1100 Poydras Street, Suite 2010 · New Orleans, LA 70163 · (504) 832-3921 · Financial planningCRD 301715 · % of assets, Fixed fees · $617.9 million AUMSEC registeredNo commissions reportedJecohen & CO., LLC233 Carondelet St. · New Orleans, LA 70130 · (833) 828-2540 · Financial planningCRD 173878 · % of assets, Fixed fees · $77.8 million AUMState registeredNo commissions reportedMontz Harcus Wealth Management610 City Park Avenue · New Orleans, LA 70119 · (504) 488-3700 · Financial planningCRD 301963 · % of assets, Hourly charges, Fixed fees · $876.3 million AUMSEC registeredNo commissions reportedNewedge Advisors858 Camp Street · New Orleans, LA 70130 · (504) 459-4391 · Financial planningCRD 171351 · % of assets, Hourly charges, Fixed fees · $43.2 billion AUMSEC registeredNo commissions reported
Ninety West Global Wealth318 Harrison Ave, 1st Floor · New Orleans, LA 70124 · (504) 822-6083 · Financial planningCRD 300614 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMState registeredNo commissions reportedRoyal Road Wealth Partners, LLC5208 Magazine St., Pmb 307 · New Orleans, LA 70115 · (504) 249-8586 · Financial planningCRD 304973 · % of assets · $26.2 million AUMState registeredNo commissions reportedStokes Family Office LLC1100 Poydras St, Ste. 2775 · New Orleans, LA 70163 · (504) 399-4100 · Financial planningCRD 300899 · % of assets, Hourly charges, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedSuncap Management2021 Lakeshore Drive, Suite 200 · New Orleans, LA 70122 · (800) 478-6227 · Financial planningCRD 304638 · % of assets, Hourly charges, Fixed fees · $380.0 million AUMSEC registeredNo commissions reportedThirtynorth Investments, LLC1460 Energy Centre, 1100 Poydras Street · New Orleans, LA 70163 · (504) 528-3685 · Financial planningCRD 155355 · % of assets, Fixed fees · $467.8 million AUMSEC registeredNo commissions reportedUpbeat Wealth2831 St Claude Ave · New Orleans, LA 70117 · (504) 386-3856 · Financial planningCRD 314880 · % of assets, Hourly charges, Fixed fees · $14.6 million AUMState registeredNo commissions reportedWaters, Parkerson & CO., LLC601 Poydras Street, Suite 2210 · New Orleans, LA 70130 · (504) 581-2022 · Financial planningCRD 3711 · % of assets, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reported