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Find Retirement Advisors for Retirement Planning in Louisiana, Metairie

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.

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Top 11 Retirement Planning firms in Metairie, Louisiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31	A percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT)
2	2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34	A percentage of AUM, Fixed fees
3	3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7	A percentage of AUM
4	3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002	$885,155,184	1019	3	A percentage of AUM, Hourly charges, Fixed fees
5	2800 Veterans Memorial Blvd., Suite 220 Metairie, LA, 70002	$402,132,214	1911	17	A percentage of AUM, Hourly charges, Fixed fees
6	3850 N Causeway Blvd., Suite 121 Metairie, LA, 70002	$312,971,577	651	3	A percentage of AUM, Hourly charges, Fixed fees
7	433 Metairie Rd, Suite 500 Metairie, LA, 70005	$292,556,055	360	6	A percentage of AUM, Fixed fees
8	433 Metairie Road, Suite 500, Metairie, LA, 70005	$279,123,660	1218	5	A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)
9	4415 Shores Drive, Suite 250 Metairie, LA, 70006-6804	$212,408,000	527	6	A percentage of AUM, Hourly charges, Fixed fees
10	6620 Riverside Drive, Suite 207 Metairie, LA, 70003	$172,530,152	1621	8	A percentage of AUM
11	3636 South Interstate 10 Service Road, Suite 214 Metairie, LA, 70001	$1,600,000	7	5	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES, ASSET BASED CONSULTING FEES)

Information on Top Retirement Planning firms in Metairie, Louisiana

MARITIME PARTNERS, LLC

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QualificationsFirm CRD# 300186

Assets Under Management $2,952,693,844

No. Of Clients5

Clients Per Financial Advisor0

MARITIME PARTNERS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 31 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 vehicles

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TRUWEALTH ADVISORS, LLC

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QualificationsFirm CRD# 306876

Assets Under Management $2,535,697,292

No. Of Clients7157

Clients Per Financial Advisor211

TRUWEALTH ADVISORS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7157 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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SISUNG INVESTMENT MANAGEMENT SERVICES LLC

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QualificationsFirm CRD# 107318

Assets Under Management $2,000,884,017

No. Of Clients12

Clients Per Financial Advisor2

SISUNG INVESTMENT MANAGEMENT SERVICES 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 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 and/or small businesses
Portfolio management for businesses or institutional clients

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FPL CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 117499

Assets Under Management $885,155,184

No. Of Clients1019

Clients Per Financial Advisor340

FPL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $885M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1019 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
Selection for other advisors

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SECOND LINE CAPITAL, LLC

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QualificationsFirm CRD# 324386

Assets Under Management $402,132,214

No. Of Clients1911

Clients Per Financial Advisor112

SECOND LINE CAPITAL, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $402M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1911 clients. The team consists of 17 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
Portfolio management for businesses or institutional clients
Selection for other advisors

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GUILBAULT CAPITAL

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QualificationsFirm CRD# 331160

Assets Under Management $312,971,577

No. Of Clients651

Clients Per Financial Advisor217

GUILBAULT CAPITAL is a financial advisory firm situated in Metairie, Louisiana. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 651 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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WEALTHHARBOR CAPITAL GROUP, LLC

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QualificationsFirm CRD# 118614

Assets Under Management $292,556,055

No. Of Clients360

Clients Per Financial Advisor60

WEALTHHARBOR CAPITAL GROUP, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 360 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

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

ADG WEALTH MANAGEMENT GROUP, LLC

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QualificationsFirm CRD# 132341

Assets Under Management $279,123,660

No. Of Clients1218

Clients Per Financial Advisor244

ADG WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1218 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
Other (NEGOTIABLE FEES
SOLICITOR FEES
SUB ADVISORY FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

CRESCENT STERLING LTD.

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QualificationsFirm CRD# 106633

Assets Under Management $212,408,000

No. Of Clients527

Clients Per Financial Advisor88

CRESCENT STERLING LTD. is a financial advisory firm situated in Metairie, Louisiana. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 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 services
Portfolio management for individuals and/or small businesses
Other (PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS)

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REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

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QualificationsFirm CRD# 113181

Assets Under Management $172,530,152

No. Of Clients1621

Clients Per Financial Advisor203

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. is a financial advisory firm situated in Metairie, Louisiana. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1621 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

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QualificationsFirm CRD# 140088

Assets Under Management $1,600,000

No. Of Clients7

Clients Per Financial Advisor1

COLOMB INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $2M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
Other (REFERRAL FEES
ASSET BASED CONSULTING FEES)

Financial Planning Services

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

View Full Profile

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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