{ "path": "/advisors/la/fee-only", "url": "https://advisorcensus.com/advisors/la/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Louisiana", "filters": {}, "scope_total": 50, "faq": [ { "q": "How many financial advisory firms are there in Louisiana?", "a": "AdvisorCensus lists 206 investment advisory firms with a principal office in Louisiana, from Form ADV filings as of October 2026: 83 SEC-registered, 115 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Louisiana?", "a": "50 of the 206 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Louisiana offer financial planning?", "a": "128 of the 198 firms in Louisiana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Louisiana fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 50 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 50 investment advisory firms with a principal office in Louisiana that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Louisiana: 50 firms from Form ADV filings as of October 2026.", "total_firms": 50, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 27, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 50 }, { "code": "percentage_of_aum", "count": 48 }, { "code": "hourly", "count": 20 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 29 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 17 }, { "code": "25m_100m", "count": 9 }, { "code": "100m_500m", "count": 13 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 317497, "name": "A More Certain Path", "name_as_filed": "A MORE CERTAIN PATH", "url": "https://advisorcensus.com/firm/a-more-certain-path-metairie-la-317497", "city": "Metairie", "state": "LA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166749, "name": "Adkins Seale Capital Management LLC", "name_as_filed": "ADKINS SEALE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/adkins-seale-capital-management-llc-shreveport-la-166749", "city": "Shreveport", "state": "LA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309718, "name": "Agular Asset Management LLC", "name_as_filed": "AGULAR ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agular-asset-management-llc-309718", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328609, "name": "Asempa Wealth Advisors", "name_as_filed": "ASEMPA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/asempa-wealth-advisors-baton-rouge-la-328609", "city": "Baton Rouge", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104715, "name": "Asset Planning Services Inc", "name_as_filed": "ASSET PLANNING SERVICES INC", "url": "https://advisorcensus.com/firm/asset-planning-services-inc-covington-la-104715", "city": "Covington", "state": "LA", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 137694, "name": "Barton Advisory Services, L.L.C.", "name_as_filed": "BARTON ADVISORY SERVICES, L.L.C.", "url": "https://advisorcensus.com/firm/barton-advisory-services-l-l-c-lafayette-la-137694", "city": "Lafayette", "state": "LA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107946, "name": "BCM Advisors, LLC", "name_as_filed": "BCM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bcm-advisors-llc-lafayette-la-107946", "city": "Lafayette", "state": "LA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153313, "name": "Bienvenue Wealth LLC", "name_as_filed": "BIENVENUE WEALTH LLC", "url": "https://advisorcensus.com/firm/bienvenue-wealth-llc-new-orleans-la-153313", "city": "New Orleans", "state": "LA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123724, "name": "Broussard Financial Group, LLC", "name_as_filed": "BROUSSARD FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/broussard-financial-group-llc-kaplan-la-123724", "city": "Kaplan", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337468, "name": "Cane Capital Partners, LLC", "name_as_filed": "CANE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cane-capital-partners-llc-saint-francisville-la-337468", "city": "Saint Francisville", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299741, "name": "CDS James Investments, LLC", "name_as_filed": "CDS JAMES INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/cds-james-investments-llc-new-orleans-la-299741", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106633, "name": "Crescent Sterling Ltd.", "name_as_filed": "CRESCENT STERLING LTD.", "url": "https://advisorcensus.com/firm/crescent-sterling-ltd-metairie-la-106633", "city": "Metairie", "state": "LA", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 18266, "name": "Cullen Investment Group", "name_as_filed": "CULLEN INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/cullen-investment-group-lafayette-la-18266", "city": "Lafayette", "state": "LA", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127096, "name": "Deane Retirement Strategies, Inc.", "name_as_filed": "DEANE RETIREMENT STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/deane-retirement-strategies-inc-new-orleans-la-127096", "city": "New Orleans", "state": "LA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122092, "name": "Delta Financial Advisors, L.L.C.", "name_as_filed": "DELTA FINANCIAL ADVISORS, L.L.C.", "url": "https://advisorcensus.com/firm/delta-financial-advisors-l-l-c-metairie-la-122092", "city": "Metairie", "state": "LA", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306481, "name": "Dumaine Investments LLC", "name_as_filed": "DUMAINE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/dumaine-investments-llc-new-orleans-la-306481", "city": "New Orleans", "state": "LA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332064, "name": "DW Huff Advisory", "name_as_filed": "DW HUFF ADVISORY", "url": "https://advisorcensus.com/firm/dw-huff-advisory-chalmette-la-332064", "city": "Chalmette", "state": "LA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327454, "name": "Equilibrium Financial Planning", "name_as_filed": "EQUILIBRIUM FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/equilibrium-financial-planning-327454", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313896, "name": "Final Ascent Wealth Advisors, LLC", "name_as_filed": "FINAL ASCENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/final-ascent-wealth-advisors-llc-lafayette-la-313896", "city": "Lafayette", "state": "LA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170693, "name": "Fortune 45, LLC.", "name_as_filed": "FORTUNE 45, LLC.", "url": "https://advisorcensus.com/firm/fortune-45-llc-gonzales-la-170693", "city": "Gonzales", "state": "LA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117499, "name": "FPL Capital Management, LLC", "name_as_filed": "FPL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fpl-capital-management-llc-metairie-la-117499", "city": "Metairie", "state": "LA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332729, "name": "Gem Street Capital Management", "name_as_filed": "GEM STREET CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/gem-street-capital-management-332729", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307088, "name": "Graham Financial", "name_as_filed": "GRAHAM FINANCIAL", "url": "https://advisorcensus.com/firm/graham-financial-307088", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297747, "name": "HMV Wealth Advisors, LLC", "name_as_filed": "HMV WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hmv-wealth-advisors-llc-shreveport-la-297747", "city": "Shreveport", "state": "LA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110400, "name": "Horizon Capital Management, Inc.", "name_as_filed": "HORIZON CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/horizon-capital-management-inc-110400", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330312, "name": "HTB Wealth Advisors, LLC", "name_as_filed": "HTB WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/htb-wealth-advisors-llc-baton-rouge-la-330312", "city": "Baton Rouge", "state": "LA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286591, "name": "Ironwood Investment Advisers, LLC", "name_as_filed": "IRONWOOD INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/ironwood-investment-advisers-llc-brusly-la-286591", "city": "Brusly", "state": "LA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319401, "name": "Kidd Vision Capital LLC", "name_as_filed": "KIDD VISION CAPITAL LLC", "url": "https://advisorcensus.com/firm/kidd-vision-capital-llc-lafayette-la-319401", "city": "Lafayette", "state": "LA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281628, "name": "Lailaps Capital, L.L.C.", "name_as_filed": "LAILAPS CAPITAL, L.L.C.", "url": "https://advisorcensus.com/firm/lailaps-capital-l-l-c-abbeville-la-281628", "city": "Abbeville", "state": "LA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318023, "name": "Lees Monsour Group", "name_as_filed": "LEES MONSOUR GROUP", "url": "https://advisorcensus.com/firm/lees-monsour-group-shreveport-la-318023", "city": "Shreveport", "state": "LA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330117, "name": "Longuevue Management Company LLC", "name_as_filed": "LONGUEVUE MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/longuevue-management-company-llc-metairie-la-330117", "city": "Metairie", "state": "LA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310713, "name": "Meriwether Wealth & Planning, LLC", "name_as_filed": "MERIWETHER WEALTH & PLANNING, LLC", "url": "https://advisorcensus.com/firm/meriwether-wealth-and-planning-llc-minden-la-310713", "city": "Minden", "state": "LA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 269932, "name": "Montgomery Wealth Advisors", "name_as_filed": "MONTGOMERY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/montgomery-wealth-advisors-shreveport-la-269932", "city": "Shreveport", "state": "LA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300614, "name": "Ninety West Global Wealth", "name_as_filed": "NINETY WEST GLOBAL WEALTH", "url": "https://advisorcensus.com/firm/ninety-west-global-wealth-new-orleans-la-300614", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289549, "name": "Pelican Wealth Management", "name_as_filed": "PELICAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pelican-wealth-management-monroe-la-289549", "city": "Monroe", "state": "LA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305339, "name": "Planning Associates Wealth Management, LLC", "name_as_filed": "PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/planning-associates-wealth-management-llc-metairie-la-305339", "city": "Metairie", "state": "LA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317458, "name": "Progeny Wealth Management LLC", "name_as_filed": "PROGENY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/progeny-wealth-management-llc-baton-rouge-la-317458", "city": "Baton Rouge", "state": "LA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170661, "name": "Rinaudo Capital, LLC", "name_as_filed": "RINAUDO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/rinaudo-capital-llc-170661", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156750, "name": "Sage Capital Advisors, LLC", "name_as_filed": "SAGE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sage-capital-advisors-llc-156750", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332271, "name": "Skipjack Financial", "name_as_filed": "SKIPJACK FINANCIAL", "url": "https://advisorcensus.com/firm/skipjack-financial-332271", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336353, "name": "SOW Advisors LLC", "name_as_filed": "SOW ADVISORS LLC", "url": "https://advisorcensus.com/firm/sow-advisors-llc-youngsville-la-336353", "city": "Youngsville", "state": "LA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105159, "name": "ST. Denis J. Villere & Co., LLC", "name_as_filed": "ST. DENIS J. VILLERE & CO., LLC", "url": "https://advisorcensus.com/firm/st-denis-j-villere-and-co-llc-new-orleans-la-105159", "city": "New Orleans", "state": "LA", "years_registered": 85, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156062, "name": "The Archer Consulting Group, LLC", "name_as_filed": "THE ARCHER CONSULTING GROUP, LLC", "url": "https://advisorcensus.com/firm/the-archer-consulting-group-llc-thibodaux-la-156062", "city": "Thibodaux", "state": "LA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155355, "name": "Thirtynorth Investments, LLC", "name_as_filed": "THIRTYNORTH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/thirtynorth-investments-llc-new-orleans-la-155355", "city": "New Orleans", "state": "LA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297965, "name": "Toce Financial Group LLC", "name_as_filed": "TOCE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/toce-financial-group-llc-mandeville-la-297965", "city": "Mandeville", "state": "LA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117222, "name": "Twru Private Wealth Management, LLC", "name_as_filed": "TWRU PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/twru-private-wealth-management-llc-baton-rouge-la-117222", "city": "Baton Rouge", "state": "LA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314880, "name": "Upbeat Wealth", "name_as_filed": "UPBEAT WEALTH", "url": "https://advisorcensus.com/firm/upbeat-wealth-new-orleans-la-314880", "city": "New Orleans", "state": "LA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298727, "name": "Vines Capital Management, LLC", "name_as_filed": "VINES CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vines-capital-management-llc-monroe-la-298727", "city": "Monroe", "state": "LA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110775, "name": "Walter C. Flower & Co., Inc", "name_as_filed": "WALTER C. 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