Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 - April 20, 2024Louisiana 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Louisiana
VERIFIEDBrian 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
VERIFIEDCraig 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
VERIFIEDOlivier 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Louisiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NEWEDGE ADVISORS 858 Camp Street, New Orleans, LA, 70130 | $12,683,180,123 | 48067 | 499 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 | A Percentage of AUM, Performance Based |
| 3 | WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | $2,302,559,870 | 1808 | 12 | A Percentage of AUM, Fixed Fees |
| 4 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 | A Percentage of AUM |
| 5 | TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785 | $1,673,599,482 | 6108 | 36 | A Percentage of AUM, Fixed Fees |
| 6 | ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308 | $1,673,206,759 | 594 | 4 | A Percentage of AUM |
| 7 | STOKES FAMILY OFFICE LLC 1100 Poydras St, Ste. 2775 New Orleans, LA, 70163 | $1,556,312,226 | 1820 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 8 | MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002 | $1,476,273,056 | 7 | 19 | 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 | $1,326,186,437 | 203 | 10 | A Percentage of AUM, Fixed Fees |
| 10 | SUMMIT FINANCIAL WEALTH ADVISORS 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | $1,243,129,187 | 2290 | 19 | 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 | $1,191,715,999 | 2288 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | ENHANCED CAPITAL PARTNERS, LLC 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170 | $722,103,715 | 27 | 35 | A Percentage of AUM, Performance Based |
| 13 | ADVANTAGE CAPITAL 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | $570,040,744 | 9 | 150 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
| 14 | FPL CAPITAL MANAGEMENT, LLC 3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002 | $562,959,408 | 813 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | CULLEN ASSET MANAGEMENT 1404 S. College Rd., Lafayette, LA, 70503 | $552,378,096 | 1129 | 5 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.