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Find Retirement Advisors for Retirement Planning in Mandeville, Louisiana

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 25, 2025

Mandeville 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 Mandeville, Louisiana have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Mandeville, Louisiana

VERIFIED

Olivier Group
CFP^®

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

Minimum Assets Required
Not Specified

Address

4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809 See Details

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

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Top 4 Retirement Planning firms in Mandeville, Louisiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	830 West Causeway Approach, Suite 1200 Mandeville, LA, 70471	$1,594,350,069	208	10	A percentage of AUM, Fixed fees
2	1417 West Causeway Approach, Mandeville, LA, 70471	$437,682,651	789	2	A percentage of AUM
3	2895 Highway 190 Ste 205, Mandeville, LA, 70471	$142,020,204	489	7	A percentage of AUM
4	4565 Lasalle Street, Suite 201 Mandeville, LA, 70471	$127,688,386	269	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Mandeville, Louisiana

ORLEANS CAPITAL MANAGEMENT CORP

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QualificationsFirm CRD# 111359

Assets Under Management $1,594,350,069

No. Of Clients208

Clients Per Financial Advisor21

ORLEANS CAPITAL MANAGEMENT CORP is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 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 and/or small businesses
Portfolio management for businesses or institutional clients

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EAGLE CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 110177

Assets Under Management $437,682,651

No. Of Clients789

Clients Per Financial Advisor395

EAGLE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $438M assets under management, the firm specializes in crafting personalized retirement planning solutions for 789 clients. The team consists of 2 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 and/or small businesses
Portfolio management for businesses or institutional clients

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KROPOG FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 282747

Assets Under Management $142,020,204

No. Of Clients489

Clients Per Financial Advisor70

KROPOG FINANCIAL GROUP, LLC is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 489 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

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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SPINOSA WEALTH MANAGEMENT GROUP

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QualificationsFirm CRD# 170903

Assets Under Management $127,688,386

No. Of Clients269

Clients Per Financial Advisor90

SPINOSA WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 269 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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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.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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