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Find Retirement Advisors for Retirement Planning in Covington, Louisiana
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Covington, Louisiana
Last Updated - April 19, 2024Covington has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Covington, Louisiana have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Covington, Louisiana
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 4 Retirement Planning firms in Covington, Louisiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BEAM WEALTH ADVISORS, INC. 72096 Ramos Avenue, Suite D Covington, LA, 70433 | $499,240,343 | 2608 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WALTER C. FLOWER & CO., INC 422 East Lockwood, Suite 100 Covington, LA, 70433-2975 | $380,907,057 | 38 | 3 | A Percentage of AUM |
| 3 | PARADIEM, LLC 510 N Jefferson Ave, Covington, LA, 70433-2640 | $337,835,101 | 314 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ASSET PLANNING SERVICES INC 509 W. 21st Avenue, Covington, LA, 70433 | $279,058,685 | 583 | 6 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Covington, Louisiana
QualificationsFirm CRD# 109867
Assets Under Management $499,240,343
No. Of Clients2608
Clients Per Financial Advisor145
BEAM WEALTH ADVISORS, INC. is a financial advisory firm situated in Covington, Louisiana. With a nearly $499M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2608 clients. The team consists of 18 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
- Market Timing Based
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110775
Assets Under Management $380,907,057
No. Of Clients38
Clients Per Financial Advisor13
WALTER C. FLOWER & CO., INC is a financial advisory firm situated in Covington, Louisiana. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 158200
Assets Under Management $337,835,101
No. Of Clients314
Clients Per Financial Advisor26
PARADIEM, LLC is a financial advisory firm situated in Covington, Louisiana. With a nearly $338M assets under management, the firm specializes in crafting personalized retirement planning solutions for 314 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 104715
Assets Under Management $279,058,685
No. Of Clients583
Clients Per Financial Advisor97
ASSET PLANNING SERVICES INC is a financial advisory firm situated in Covington, Louisiana. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 583 clients. The team consists of 6 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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