Financial advisors · Louisiana
Fee-only financial advisors in Metairie, LA
10 fee-only investment advisers have offices in Metairie, Louisiana, according to their Form ADV filings with the SEC and state regulators. 9 offer hourly or flat-fee arrangements, 1 charge only a percentage of the assets they manage, and 8 provide financial planning. 7 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. None reports disciplinary history.
Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.
Adg Wealth Management Group, LLC
433 Metairie Road, Suite 500, Metairie, LA 70005 · (504) 267-9880
- Assets managed
- $336M
- Individual clients
- 555
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Regatta Research & Money Management L.L.C.
6620 Riverside Drive Suite 207, Metairie, LA 70003 · (504) 831-4636
- Assets managed
- $211M
- Individual clients
- 550
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
FPL Capital Management, LLC
3525 North Causeway Boulevard Suite 633, Metairie, LA 70002 · (504) 828-1969
- Assets managed
- $1.1B
- Individual clients
- 268
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Delta Financial Advisors, L.L.C.
111 Veterans Memorial Blvd. Suite 1555, Metairie, LA 70005 · (504) 522-9019
- Assets managed
- $592M
- Individual clients
- 211
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Crescent Sterling Ltd.
4415 Shores Drive Suite 250, Metairie, LA 70006 · (504) 885-1135
- Assets managed
- $210M
- Individual clients
- 191
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Guilbault Capital
3850 N Causeway Blvd. Suite 121, Metairie, LA 70002 · (504) 612-9250
- Assets managed
- $304M
- Individual clients
- 138
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Schayot Financial LLC
3838 N Causeway Blvd Suite 3020, Metairie, LA 70002 · (504) 830-7550
- Assets managed
- $73M
- Individual clients
- 114
- Advisory staff
- 1
- Registered with
- LA
Profile · Website · SEC record
Planning Associates Wealth Management, LLC
3501 North Causeway Boulevard Suite 104, Metairie, LA 70002 · (504) 291-1525
- Assets managed
- $72M
- Individual clients
- 84
- Advisory staff
- 3
- Registered with
- LA, TX
Profile · Website · SEC record
Wealthharbor Capital Group, LLC
433 Metairie RD Suite 500, Metairie, LA 70005 · (504) 482-1962
- Assets managed
- $335M
- Individual clients
- 188
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
A-V Capital Management, LLC
One Galleria Blvd Suite 1900, Metairie, LA 70001 · (504) 831-3537
- Assets managed
- $59M
- Individual clients
- 54
- Advisory staff
- 2
- Registered with
- LA, TX
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Fee-only advisers near Metairie
Another 21 fee-only firms have offices within 30 miles.
- New Orleans 16 firms · 7 mi
- Chalmette 1 firm · 12 mi
- Mandeville 3 firms · 28 mi
- Madisonville 1 firm · 29 mi
How to choose between them
- 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.
- 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.
- 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.
- 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.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
How much does a fee-only financial adviser cost in Metairie?
Form ADV records how firms charge, not what they charge. Of the 10 firms listed here, 9 offer hourly or flat fees and 10 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.
How were these Metairie advisers selected?
Every registered investment adviser with an office in Metairie that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.
Are these advisers fiduciaries?
Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.