Fee-OnlyFinder

Advisers in Shreveport, LA

8 advisers in Shreveport — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

Adkins Seale Capital Management LLC333 Texas Street, Suite 2235 · Shreveport, LA 71101 · (318) 703-3641 · Financial planningCRD 166749 · % of assets, Hourly charges, Fixed fees · $448.2 million AUMSEC registeredNo commissions reportedCastellano & Associates9343 Ellerbe Road, Bldg a · Shreveport, LA 71106 · (318) 683-1040 · Financial planningCRD 117369 · % of assets, Hourly charges, Fixed fees · $129.5 million AUMSEC registeredNo commissions reportedCornerstone Investment Advisors Group, LLC960 Sheridan Ave, Suite B · Shreveport, LA 71104 · (318) 221-8888 · % of assets managedCRD 159760 · % of assets · $5.7 million AUMState registeredNo commissions reportedHmv Wealth Advisors, LLC333 Texas Street, Suite 1525 · Shreveport, LA 71101 · (318) 517-6255 · % of assets managedCRD 297747 · % of assets · $567.4 million AUMSEC registeredNo commissions reportedLees Monsour Group9335 Ellerbe Road · Shreveport, LA 71106 · (318) 506-8635 · Financial planningCRD 318023 · % of assets, Hourly charges, Fixed fees · $681.2 million AUMSEC registeredNo commissions reportedLyons Capital Group1923 Southern Loop, Suite N · Shreveport, LA 71106 · (318) 455-7790 · Financial planningCRD 335733 · % of assets, Fixed fees · $165.9 million AUMSEC registeredNo commissions reportedPinnacle Asset Management Group, Corporation (INC.)2020 Line Avenue · Shreveport, LA 71104 · (318) 221-7526 · Financial planningCRD 109965 · % of assets, Hourly charges, Other · $156.4 million AUMSEC registeredNo commissions reportedWingo Asset Management, LLC611 Absinthe Court, Ste. E · Shreveport, LA 71115 · (318) 629-8800 · Financial planningCRD 306099 · % of assets, Fixed fees · $96.5 million AUMState registeredNo commissions reported
Talking to advisers in Shreveport? 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.