Fee-OnlyFinder

Financial planning in Shreveport, LA

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

All 6

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 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