# Flat-fee financial advisors in Louisiana

> AdvisorCensus lists 121 investment advisory firms with a principal office in Louisiana that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/la/flat-fee

## At a glance

- Investment advisory firms: 121
- Registration: SEC-registered investment adviser: 54, State-registered investment adviser: 67
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 29 (24%); Percentage of assets 110 (91%); Hourly charges 78 (64%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 121 (100%); Commissions 6 (5%); Performance-based fees 5 (4%); Other 30 (25%)
- Regulatory assets under management (Item 5.F): Under $25 million 34 (28%); $25 million to $100 million 23 (19%); $100 million to $500 million 37 (31%); $500 million to $1 billion 6 (5%); $1 billion to $5 billion 9 (7%); Over $5 billion 1 (1%); Not reported 11 (9%)
- Years registered: Under 5 years 41 (34%); 5 to 9 years 33 (27%); 10 to 19 years 24 (20%); 20 years or more 23 (19%)

## Firms (page 1 of 3, 1 to 50 of 121, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [A More Certain Path](https://advisorcensus.com/firm/a-more-certain-path-metairie-la-317497) ([md](https://advisorcensus.com/firm/a-more-certain-path-metairie-la-317497.md)) | 317497 | Metairie, LA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [A-V Capital Management, LLC](https://advisorcensus.com/firm/a-v-capital-management-llc-metairie-la-142599) ([md](https://advisorcensus.com/firm/a-v-capital-management-llc-metairie-la-142599.md)) | 142599 | Metairie, LA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee, Other |
| [A.B. Ridgeway Wealth Management LLC](https://advisorcensus.com/firm/a-b-ridgeway-wealth-management-llc-311286) ([md](https://advisorcensus.com/firm/a-b-ridgeway-wealth-management-llc-311286.md)) | 311286 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee, Other |
| [Abel Hall, LLC](https://advisorcensus.com/firm/abel-hall-llc-baton-rouge-la-302076) ([md](https://advisorcensus.com/firm/abel-hall-llc-baton-rouge-la-302076.md)) | 302076 | Baton Rouge, LA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [ADG Wealth Management Group, LLC](https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341) ([md](https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341.md)) | 132341 | Metairie, LA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Adkins Seale Capital Management LLC](https://advisorcensus.com/firm/adkins-seale-capital-management-llc-shreveport-la-166749) ([md](https://advisorcensus.com/firm/adkins-seale-capital-management-llc-shreveport-la-166749.md)) | 166749 | Shreveport, LA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Advantage Wealth Management, L.L.C.](https://advisorcensus.com/firm/advantage-wealth-management-l-l-c-lafayette-la-135092) ([md](https://advisorcensus.com/firm/advantage-wealth-management-l-l-c-lafayette-la-135092.md)) | 135092 | Lafayette, LA | State-registered investment adviser | Under $25 million | 21 | % of assets, Fixed fee, Commissions, Other |
| [Advocacy Financial LLC](https://advisorcensus.com/firm/advocacy-financial-llc-covington-la-305954) ([md](https://advisorcensus.com/firm/advocacy-financial-llc-covington-la-305954.md)) | 305954 | Covington, LA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Andre Caubarreaux](https://advisorcensus.com/firm/andre-caubarreaux-mansura-la-117139) ([md](https://advisorcensus.com/firm/andre-caubarreaux-mansura-la-117139.md)) | 117139 | Mansura, LA | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Fixed fee |
| [Apex Capital Management, L.L.C.](https://advisorcensus.com/firm/apex-capital-management-l-l-c-lafayette-la-117059) ([md](https://advisorcensus.com/firm/apex-capital-management-l-l-c-lafayette-la-117059.md)) | 117059 | Lafayette, LA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Argent Advisors, Inc.](https://advisorcensus.com/firm/argent-advisors-inc-ruston-la-112028) ([md](https://advisorcensus.com/firm/argent-advisors-inc-ruston-la-112028.md)) | 112028 | Ruston, LA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Argent Retirement Plan Advisors, LLC](https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031) ([md](https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031.md)) | 165031 | New Orleans, LA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Asset Planning Services Inc](https://advisorcensus.com/firm/asset-planning-services-inc-covington-la-104715) ([md](https://advisorcensus.com/firm/asset-planning-services-inc-covington-la-104715.md)) | 104715 | Covington, LA | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Fixed fee |
| [Avant Capital, LLC](https://advisorcensus.com/firm/avant-capital-llc-lafayette-la-167961) ([md](https://advisorcensus.com/firm/avant-capital-llc-lafayette-la-167961.md)) | 167961 | Lafayette, LA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Beam Wealth Advisors, Inc.](https://advisorcensus.com/firm/beam-wealth-advisors-inc-covington-la-109867) ([md](https://advisorcensus.com/firm/beam-wealth-advisors-inc-covington-la-109867.md)) | 109867 | Covington, LA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Bienvenue Wealth LLC](https://advisorcensus.com/firm/bienvenue-wealth-llc-new-orleans-la-153313) ([md](https://advisorcensus.com/firm/bienvenue-wealth-llc-new-orleans-la-153313.md)) | 153313 | New Orleans, LA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Blue Cypress Wealth Management, LLC](https://advisorcensus.com/firm/blue-cypress-wealth-management-llc-304657) ([md](https://advisorcensus.com/firm/blue-cypress-wealth-management-llc-304657.md)) | 304657 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Brian LOW Financial Group, LLC](https://advisorcensus.com/firm/brian-low-financial-group-llc-baton-rouge-la-306346) ([md](https://advisorcensus.com/firm/brian-low-financial-group-llc-baton-rouge-la-306346.md)) | 306346 | Baton Rouge, LA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Broussard Financial Group, LLC](https://advisorcensus.com/firm/broussard-financial-group-llc-kaplan-la-123724) ([md](https://advisorcensus.com/firm/broussard-financial-group-llc-kaplan-la-123724.md)) | 123724 | Kaplan, LA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Capital Financial Planners, LLC](https://advisorcensus.com/firm/capital-financial-planners-llc-youngsville-la-159021) ([md](https://advisorcensus.com/firm/capital-financial-planners-llc-youngsville-la-159021.md)) | 159021 | Youngsville, LA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Capital South Wealth Management, LLC](https://advisorcensus.com/firm/capital-south-wealth-management-llc-baton-rouge-la-304838) ([md](https://advisorcensus.com/firm/capital-south-wealth-management-llc-baton-rouge-la-304838.md)) | 304838 | Baton Rouge, LA | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Carazo Wealth Management](https://advisorcensus.com/firm/carazo-wealth-management-metairie-la-342791) ([md](https://advisorcensus.com/firm/carazo-wealth-management-metairie-la-342791.md)) | 342791 | Metairie, LA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Castellano & Associates](https://advisorcensus.com/firm/castellano-and-associates-shreveport-la-117369) ([md](https://advisorcensus.com/firm/castellano-and-associates-shreveport-la-117369.md)) | 117369 | Shreveport, LA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Colomb Investment Management Company, LLC](https://advisorcensus.com/firm/colomb-investment-management-company-llc-metairie-la-140088) ([md](https://advisorcensus.com/firm/colomb-investment-management-company-llc-metairie-la-140088.md)) | 140088 | Metairie, LA | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Common Cents Financial Planning](https://advisorcensus.com/firm/common-cents-financial-planning-abita-springs-la-332105) ([md](https://advisorcensus.com/firm/common-cents-financial-planning-abita-springs-la-332105.md)) | 332105 | Abita Springs, LA | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee, Other |
| [Consortium Private Wealth LLC](https://advisorcensus.com/firm/consortium-private-wealth-llc-slidell-la-325038) ([md](https://advisorcensus.com/firm/consortium-private-wealth-llc-slidell-la-325038.md)) | 325038 | Slidell, LA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Cooper, Clay Stephen](https://advisorcensus.com/firm/cooper-clay-stephen-pineville-la-117036) ([md](https://advisorcensus.com/firm/cooper-clay-stephen-pineville-la-117036.md)) | 117036 | Pineville, LA | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Hourly, Fixed fee, Other |
| [Cornerstone Advisory](https://advisorcensus.com/firm/cornerstone-advisory-mandeville-la-120363) ([md](https://advisorcensus.com/firm/cornerstone-advisory-mandeville-la-120363.md)) | 120363 | Mandeville, LA | State-registered investment adviser | Under $25 million | 24 | Hourly, Fixed fee, Commissions, Other |
| [Covell Financial](https://advisorcensus.com/firm/covell-financial-mandeville-la-306279) ([md](https://advisorcensus.com/firm/covell-financial-mandeville-la-306279.md)) | 306279 | Mandeville, LA | State-registered investment adviser | Not reported | 6 | Fixed fee |
| [Creole Wealth Solutions, LLC](https://advisorcensus.com/firm/creole-wealth-solutions-llc-305150) ([md](https://advisorcensus.com/firm/creole-wealth-solutions-llc-305150.md)) | 305150 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Crescent City Retirement Group](https://advisorcensus.com/firm/crescent-city-retirement-group-metairie-la-146666) ([md](https://advisorcensus.com/firm/crescent-city-retirement-group-metairie-la-146666.md)) | 146666 | Metairie, LA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Crescent Sterling Ltd.](https://advisorcensus.com/firm/crescent-sterling-ltd-metairie-la-106633) ([md](https://advisorcensus.com/firm/crescent-sterling-ltd-metairie-la-106633.md)) | 106633 | Metairie, LA | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets, Hourly, Fixed fee |
| [DBA/RANKIN Capital Investment Management](https://advisorcensus.com/firm/dba-rankin-capital-investment-management-116919) ([md](https://advisorcensus.com/firm/dba-rankin-capital-investment-management-116919.md)) | 116919 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Fixed fee, Other |
| [Deliberate Finances](https://advisorcensus.com/firm/deliberate-finances-285661) ([md](https://advisorcensus.com/firm/deliberate-finances-285661.md)) | 285661 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | Fixed fee, Other |
| [Demauriac LLC](https://advisorcensus.com/firm/demauriac-llc-new-orleans-la-306542) ([md](https://advisorcensus.com/firm/demauriac-llc-new-orleans-la-306542.md)) | 306542 | New Orleans, LA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Dumaine Investments LLC](https://advisorcensus.com/firm/dumaine-investments-llc-new-orleans-la-306481) ([md](https://advisorcensus.com/firm/dumaine-investments-llc-new-orleans-la-306481.md)) | 306481 | New Orleans, LA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [DW Huff Advisory](https://advisorcensus.com/firm/dw-huff-advisory-chalmette-la-332064) ([md](https://advisorcensus.com/firm/dw-huff-advisory-chalmette-la-332064.md)) | 332064 | Chalmette, LA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Equilibrium Financial Planning](https://advisorcensus.com/firm/equilibrium-financial-planning-327454) ([md](https://advisorcensus.com/firm/equilibrium-financial-planning-327454.md)) | 327454 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Equitas Capital Advisors,llc](https://advisorcensus.com/firm/equitas-capital-advisors-llc-new-orleans-la-124471) ([md](https://advisorcensus.com/firm/equitas-capital-advisors-llc-new-orleans-la-124471.md)) | 124471 | New Orleans, LA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Evans Investment Advisors, L.L.C.](https://advisorcensus.com/firm/evans-investment-advisors-l-l-c-baton-rouge-la-147000) ([md](https://advisorcensus.com/firm/evans-investment-advisors-l-l-c-baton-rouge-la-147000.md)) | 147000 | Baton Rouge, LA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Fiduciary Partners, LLC](https://advisorcensus.com/firm/fiduciary-partners-llc-metairie-la-289488) ([md](https://advisorcensus.com/firm/fiduciary-partners-llc-metairie-la-289488.md)) | 289488 | Metairie, LA | State-registered investment adviser | Not reported | 8 | % of assets, Fixed fee |
| [Final Ascent Wealth Advisors, LLC](https://advisorcensus.com/firm/final-ascent-wealth-advisors-llc-lafayette-la-313896) ([md](https://advisorcensus.com/firm/final-ascent-wealth-advisors-llc-lafayette-la-313896.md)) | 313896 | Lafayette, LA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [First Security Financial Wealth Manager, Inc.](https://advisorcensus.com/firm/first-security-financial-wealth-manager-inc-metairie-la-286470) ([md](https://advisorcensus.com/firm/first-security-financial-wealth-manager-inc-metairie-la-286470.md)) | 286470 | Metairie, LA | State-registered investment adviser | Not reported | 9 | Fixed fee, Other |
| [Fortune 45, LLC.](https://advisorcensus.com/firm/fortune-45-llc-gonzales-la-170693) ([md](https://advisorcensus.com/firm/fortune-45-llc-gonzales-la-170693.md)) | 170693 | Gonzales, LA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [FPL Capital Management, LLC](https://advisorcensus.com/firm/fpl-capital-management-llc-metairie-la-117499) ([md](https://advisorcensus.com/firm/fpl-capital-management-llc-metairie-la-117499.md)) | 117499 | Metairie, LA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Fred Miller & Assoc.](https://advisorcensus.com/firm/fred-miller-and-assoc-118741) ([md](https://advisorcensus.com/firm/fred-miller-and-assoc-118741.md)) | 118741 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee, Other |
| [Freegulliver, LLC](https://advisorcensus.com/firm/freegulliver-llc-new-orleans-la-117040) ([md](https://advisorcensus.com/firm/freegulliver-llc-new-orleans-la-117040.md)) | 117040 | New Orleans, LA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee, Commissions, Performance fee |
| [Fullington & Associates, LLC](https://advisorcensus.com/firm/fullington-and-associates-llc-130764) ([md](https://advisorcensus.com/firm/fullington-and-associates-llc-130764.md)) | 130764 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee, Other |
| [Global Planning Stewards LLC](https://advisorcensus.com/firm/global-planning-stewards-llc-baton-rouge-la-286135) ([md](https://advisorcensus.com/firm/global-planning-stewards-llc-baton-rouge-la-286135.md)) | 286135 | Baton Rouge, LA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Graf Financial, L.L.C.](https://advisorcensus.com/firm/graf-financial-l-l-c-baton-rouge-la-153441) ([md](https://advisorcensus.com/firm/graf-financial-l-l-c-baton-rouge-la-153441.md)) | 153441 | Baton Rouge, LA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Other |

- Next page: https://advisorcensus.com/advisors/la/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Louisiana?**
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.

**How many fee-only financial advisors are in Louisiana?**
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.

**How many financial advisors in Louisiana offer financial planning?**
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.

**Are the financial advisors in Louisiana fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Louisiana](https://advisorcensus.com/advisors/la) (https://advisorcensus.com/advisors/la.md)
- [Fee-only financial advisors in Louisiana](https://advisorcensus.com/advisors/la/fee-only) (https://advisorcensus.com/advisors/la/fee-only.md)
- [Hourly financial advisors in Louisiana](https://advisorcensus.com/advisors/la/hourly) (https://advisorcensus.com/advisors/la/hourly.md)
- [Flat-fee financial advisors in New Orleans, LA](https://advisorcensus.com/advisors/la/new-orleans/flat-fee) (https://advisorcensus.com/advisors/la/new-orleans/flat-fee.md)
- [Flat-fee financial advisors in Slidell, LA](https://advisorcensus.com/advisors/la/slidell/flat-fee) (https://advisorcensus.com/advisors/la/slidell/flat-fee.md)
- [Flat-fee financial advisors in Baton Rouge, LA](https://advisorcensus.com/advisors/la/baton-rouge/flat-fee) (https://advisorcensus.com/advisors/la/baton-rouge/flat-fee.md)
- [Flat-fee financial advisors in Lafayette, LA](https://advisorcensus.com/advisors/la/lafayette/flat-fee) (https://advisorcensus.com/advisors/la/lafayette/flat-fee.md)
- [Flat-fee financial advisors in Shreveport, LA](https://advisorcensus.com/advisors/la/shreveport/flat-fee) (https://advisorcensus.com/advisors/la/shreveport/flat-fee.md)
- [Flat-fee financial advisors in Houma, LA](https://advisorcensus.com/advisors/la/houma/flat-fee) (https://advisorcensus.com/advisors/la/houma/flat-fee.md)
- [Flat-fee financial advisors in Monroe, LA](https://advisorcensus.com/advisors/la/monroe/flat-fee) (https://advisorcensus.com/advisors/la/monroe/flat-fee.md)
- [Flat-fee financial advisors in Alexandria, LA](https://advisorcensus.com/advisors/la/alexandria/flat-fee) (https://advisorcensus.com/advisors/la/alexandria/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Louisiana: 121 firms from Form ADV filings as of October 2026.