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 Mandeville, 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 Mandeville, Louisiana
Last Updated - April 17, 2024Mandeville has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Mandeville, Louisiana have an average of 25 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Mandeville, 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 5 Retirement Planning firms in Mandeville, Louisiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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 |
| 2 | EAGLE CAPITAL MANAGEMENT, LLC 1417 West Causeway Approach, Mandeville, LA, 70471 | $375,000,000 | 760 | 3 | A Percentage of AUM |
| 3 | SPINOSA WEALTH MANAGEMENT GROUP 4565 Lasalle Street, Suite 201 Mandeville, LA, 70471 | $113,203,934 | 252 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | KROPOG FINANCIAL GROUP, LLC 2895 Highway 190 Ste 205, Mandeville, LA, 70471 | $94,649,508 | 464 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CONSORTIUM PRIVATE WEALTH LLC 800 N Causeway Blvd, Ste 2b Mandeville, LA, 70448 | $4,000,000 | 8 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Mandeville, Louisiana
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# 110177
Assets Under Management $375,000,000
No. Of Clients760
Clients Per Financial Advisor253
EAGLE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 760 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
- Portfolio Management for Business
QualificationsFirm CRD# 170903
Assets Under Management $113,203,934
No. Of Clients252
Clients Per Financial Advisor84
SPINOSA WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 252 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
QualificationsFirm CRD# 282747
Assets Under Management $94,649,508
No. Of Clients464
Clients Per Financial Advisor77
KROPOG FINANCIAL GROUP, LLC is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 464 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 325038
Assets Under Management $4,000,000
No. Of Clients8
Clients Per Financial Advisor2
CONSORTIUM PRIVATE WEALTH LLC is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $4M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
- Pension Consulting Services
- Selection of Other Advisors
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.