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Find Retirement Advisors for Retirement Planning in Shreveport, 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.
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Top 5 Retirement Planning firms in Shreveport, Louisiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LEES MONSOUR GROUP 9335 Ellerbe Road, Shreveport, LA, 71106 | $481,690,844 | 871 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | ADKINS SEALE CAPITAL MANAGEMENT LLC 333 Texas Street, Suite 2235, Shreveport, LA, 71101 | $344,954,780 | 419 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | MAVEN ROYALTY MANAGEMENT, LLC 620 Texas Street, Suite 300 Shreveport, LA, 71101 | $149,955,739 | 2 | 19 | A Percentage of AUM, Performance Based |
| 4 | HMV WEALTH ADVISORS, LLC 333 Texas Street, Suite 1525 Shreveport, LA, 71101 | $117,921,465 | 60 | 5 | A Percentage of AUM |
| 5 | PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) 2020 Line Avenue, Shreveport, LA, 71104-2125 | $102,237,318 | 270 | 4 | A Percentage of AUM, Hourly charges, Other (NEGOTIABLE FEES) |
Information on Top Retirement Planning firms in Shreveport, Louisiana
QualificationsFirm CRD# 318023
Assets Under Management $481,690,844
No. Of Clients871
Clients Per Financial Advisor218
LEES MONSOUR GROUP is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $482M assets under management, the firm specializes in crafting personalized retirement planning solutions for 871 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 166749
Assets Under Management $344,954,780
No. Of Clients419
Clients Per Financial Advisor105
ADKINS SEALE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 419 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 288377
Assets Under Management $149,955,739
No. Of Clients2
Clients Per Financial Advisor0
MAVEN ROYALTY MANAGEMENT, LLC is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 297747
Assets Under Management $117,921,465
No. Of Clients60
Clients Per Financial Advisor12
HMV WEALTH ADVISORS, LLC is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 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
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109965
Assets Under Management $102,237,318
No. Of Clients270
Clients Per Financial Advisor68
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 270 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
- Hourly charges
- Other (NEGOTIABLE FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
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