Fee-only financial advisors in Louisiana

83 fee-only investment advisers in Louisiana serve individuals, across 23 cities. 59 offer hourly or flat-fee arrangements and 47 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• New Orleans 16
• Baton Rouge 14
• Metairie 10
• Lafayette 8
• Shreveport 7
• Monroe 4
• Covington 4
• Mandeville 3

Fee-only advisers in Louisiana serving the most individuals

• Waters, Parkerson & Co., LLC New Orleans · 741 individual clients
• Fortune 45, LLC. Gonzales · 645 individual clients
• Cullen Investment Group Lafayette · 605 individual clients
• Meriwether Wealth & Planning, LLC Minden · 597 individual clients
• Adg Wealth Management Group, LLC Metairie · 555 individual clients
• Regatta Research & Money Management L.L.C. Metairie · 550 individual clients
• Evans Investment Advisors, L.L.C. Baton Rouge · 461 individual clients
• Hubbell Strickland Wealth Management, LLC New Orleans · 444 individual clients
• KG Capital Management, LLC Saint Francisville · 424 individual clients
• Icom Advisors, LLC Madisonville · 423 individual clients

Other Louisiana cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.