Fee-OnlyFinder

Flat / fixed fees in New Orleans, LA

14 advisers in New Orleans offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 14

Bienvenue 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 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 reportedNinety 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 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 reported
Suncap 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