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Find Retirement Advisors for Retirement Planning in Louisiana

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Louisiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Louisiana

Last Updated - May 11, 2024

Louisiana has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 67 non-vetted advisors in your local area. These retirement advisors in Louisiana have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Louisiana

advisor-photo
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Brian Low
CSA®
Brian Low Financial Group

Qualifications
CRD# 3097163
Series 6, 7, 65

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo
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Craig Thompson
ChFC®
Assets Solutions

Qualifications
CRD# 1667257
Firm CRD# 120017

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Only

advisor-photo
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Olivier Group
CFP®

Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Louisiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NEWEDGE ADVISORS
858 Camp Street,
New Orleans, LA, 70130
$12,683,180,12348067499
A Percentage of AUM, Hourly charges, Fixed Fees
2
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010
Baton Rouge, LA, 70802-5628
$3,431,505,7451034
A Percentage of AUM, Performance Based
3
WATERS, PARKERSON & CO., LLC
601 Poydras Street, Suite 2210
New Orleans, LA, 70130-6013
$2,302,559,870180812
A Percentage of AUM, Fixed Fees
4
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
201 St. Charles Avenue, Suite 4240
New Orleans, LA, 70170-1048
$1,954,920,079127
A Percentage of AUM
5
TRUWEALTH ADVISORS, LLC
2700 Lake Villa Drive, Suite 200
Metairie, LA, 70002-6785
$1,673,599,482610836
A Percentage of AUM, Fixed Fees
6
ST. DENIS J. VILLERE & CO., LLC
601 Poydras Street, Suite 1808,
New Orleans, LA, 70130-6308
$1,673,206,7595944
A Percentage of AUM
7
STOKES FAMILY OFFICE LLC
1100 Poydras St, Ste. 2775
New Orleans, LA, 70163
$1,556,312,22618208
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
8
MARITIME PARTNERS, LLC
3838 N. Causeway Blvd., Suite 3335
Metairie, LA, 70002
$1,476,273,056719
A Percentage of AUM, Fixed Fees, Performance Based, Other (EQUITY INVESTMENT)
9
ORLEANS CAPITAL MANAGEMENT CORP
830 West Causeway Approach, Suite 1200
Mandeville, LA, 70471
$1,326,186,43720310
A Percentage of AUM, Fixed Fees
10
SUMMIT FINANCIAL WEALTH ADVISORS
1021 E. St. Mary Blvd.,
Lafayette, LA, 70503
$1,243,129,187229019
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS)
11
ARGENT ADVISORS, INC.
1609 Stubbs Avenue,
Monroe, LA, 71201
$1,191,715,999228830
A Percentage of AUM, Hourly charges, Fixed Fees
12
ENHANCED CAPITAL PARTNERS, LLC
201 St. Charles Ave, Suite 3400
New Orleans, LA, 70170
$722,103,7152735
A Percentage of AUM, Performance Based
13
ADVANTAGE CAPITAL
909 Poydras Street, Suite 2230
New Orleans, LA, 70112-4003
$570,040,7449150
Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
14
FPL CAPITAL MANAGEMENT, LLC
3525 North Causeway Boulevard, Suite 633
Metairie, LA, 70002
$562,959,4088133
A Percentage of AUM, Hourly charges, Fixed Fees
15
CULLEN ASSET MANAGEMENT
1404 S. College Rd.,
Lafayette, LA, 70503
$552,378,09611295
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Louisiana

QualificationsFirm CRD# 171351

Assets Under Management $12,683,180,123

No. Of Clients48067

Clients Per Financial Advisor96

NEWEDGE ADVISORS is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48067 clients. The team consists of 499 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 168155

Assets Under Management $3,431,505,745

No. Of Clients10

Clients Per Financial Advisor0

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 3711

Assets Under Management $2,302,559,870

No. Of Clients1808

Clients Per Financial Advisor151

WATERS, PARKERSON & CO., LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1808 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 107318

Assets Under Management $1,954,920,079

No. Of Clients12

Clients Per Financial Advisor2

SISUNG INVESTMENT MANAGEMENT SERVICES LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 306876

Assets Under Management $1,673,599,482

No. Of Clients6108

Clients Per Financial Advisor170

TRUWEALTH ADVISORS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6108 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105159

Assets Under Management $1,673,206,759

No. Of Clients594

Clients Per Financial Advisor149

ST. DENIS J. VILLERE & CO., LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 594 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 300899

Assets Under Management $1,556,312,226

No. Of Clients1820

Clients Per Financial Advisor228

STOKES FAMILY OFFICE LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1820 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 300186

Assets Under Management $1,476,273,056

No. Of Clients7

Clients Per Financial Advisor0

MARITIME PARTNERS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (EQUITY INVESTMENT)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 111359

Assets Under Management $1,326,186,437

No. Of Clients203

Clients Per Financial Advisor20

ORLEANS CAPITAL MANAGEMENT CORP is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 203 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 171278

Assets Under Management $1,243,129,187

No. Of Clients2290

Clients Per Financial Advisor121

SUMMIT FINANCIAL WEALTH ADVISORS is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2290 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (REVENUE SHARE WITH AFFILIATE
  • FOCUS TREASURY & CREDIT SOLUTIONS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 112028

Assets Under Management $1,191,715,999

No. Of Clients2288

Clients Per Financial Advisor76

ARGENT ADVISORS, INC. is a financial advisory firm situated in Monroe, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2288 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 170236

Assets Under Management $722,103,715

No. Of Clients27

Clients Per Financial Advisor1

ENHANCED CAPITAL PARTNERS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $722M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 171365

Assets Under Management $570,040,744

No. Of Clients9

Clients Per Financial Advisor0

ADVANTAGE CAPITAL is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $570M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 150 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (PERCENTAGE OF CAPITAL CONTRIBUTED)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 117499

Assets Under Management $562,959,408

No. Of Clients813

Clients Per Financial Advisor271

FPL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $563M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 18266

Assets Under Management $552,378,096

No. Of Clients1129

Clients Per Financial Advisor226

CULLEN ASSET MANAGEMENT is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1129 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

Retirement Planners Near You

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