{ "path": "/advisors/la/hourly", "url": "https://advisorcensus.com/advisors/la/hourly/page/2", "page_type": "state_fee", "title": "Hourly financial advisors in Louisiana", "filters": {}, "scope_total": 88, "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 88 investment advisory firms with a principal office in Louisiana that report hourly charges 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.", "about_market": null, "citation": "AdvisorCensus. Hourly financial advisors in Louisiana: 88 firms from Form ADV filings as of October 2026.", "total_firms": 88, "page": 2, "total_pages": 2, "sort": "name", "registration_types": { "sec": 41, "state": 47, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 20 }, { "code": "percentage_of_aum", "count": 83 }, { "code": "hourly", "count": 88 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 78 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 21 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 32 }, { "code": "5_to_9", "count": 22 }, { "code": "10_to_19", "count": 17 }, { "code": "20_plus", "count": 17 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 28 }, { "code": "25m_100m", "count": 16 }, { "code": "100m_500m", "count": 29 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 117422, "name": "Legacy Wealth Concepts", "name_as_filed": "LEGACY WEALTH CONCEPTS", "url": "https://advisorcensus.com/firm/legacy-wealth-concepts-baton-rouge-la-117422", "city": "Baton Rouge", "state": "LA", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 319216, "name": "Marcantel Wealth Management", "name_as_filed": "MARCANTEL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/marcantel-wealth-management-319216", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 301963, "name": "Montz Harcus Wealth Management", "name_as_filed": "MONTZ HARCUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/montz-harcus-wealth-management-new-orleans-la-301963", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164618, "name": "Mort Kelly Financial Services, LLC", "name_as_filed": "MORT KELLY FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/mort-kelly-financial-services-llc-164618", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 141290, "name": "Mètis Financial LLC", "name_as_filed": "MÈTIS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/metis-financial-llc-141290", "city": null, "state": null, "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 171351, "name": "Newedge Advisors", "name_as_filed": "NEWEDGE ADVISORS", "url": "https://advisorcensus.com/firm/newedge-advisors-new-orleans-la-171351", "city": "New Orleans", "state": "LA", "years_registered": 12, "raum_band": "over_5b", "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": 325181, "name": "Oakwater Financial", "name_as_filed": "OAKWATER FINANCIAL", "url": "https://advisorcensus.com/firm/oakwater-financial-ruston-la-325181", "city": "Ruston", "state": "LA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286692, "name": "Palmer Wealth Management LLC", "name_as_filed": "PALMER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/palmer-wealth-management-llc-prairieville-la-286692", "city": "Prairieville", "state": "LA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158200, "name": "Paradiem, LLC", "name_as_filed": "PARADIEM, LLC", "url": "https://advisorcensus.com/firm/paradiem-llc-covington-la-158200", "city": "Covington", "state": "LA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284770, "name": "Parish Investment Advisors LLC", "name_as_filed": "PARISH INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/parish-investment-advisors-llc-lafayette-la-284770", "city": "Lafayette", "state": "LA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313227, "name": "Pelican Investment Advisors, LLC", "name_as_filed": "PELICAN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pelican-investment-advisors-llc-baton-rouge-la-313227", "city": "Baton Rouge", "state": "LA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 109965, "name": "Pinnacle Asset Management Group, Corporation (Inc.)", "name_as_filed": "PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)", "url": "https://advisorcensus.com/firm/pinnacle-asset-management-group-corporation-inc-shreveport-la-109965", "city": "Shreveport", "state": "LA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "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": 284745, "name": "Poydras Capital Partners", "name_as_filed": "POYDRAS CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/poydras-capital-partners-metairie-la-284745", "city": "Metairie", "state": "LA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338645, "name": "Rainier Wealth Planning, LLC", "name_as_filed": "RAINIER WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/rainier-wealth-planning-llc-baton-rouge-la-338645", "city": "Baton Rouge", "state": "LA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119971, "name": "Rizzutto Financial Advisors", "name_as_filed": "RIZZUTTO FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/rizzutto-financial-advisors-119971", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 337315, "name": "Schayot Financial LLC", "name_as_filed": "SCHAYOT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/schayot-financial-llc-metairie-la-337315", "city": "Metairie", "state": "LA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324386, "name": "Second Line Capital, LLC", "name_as_filed": "SECOND LINE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/second-line-capital-llc-metairie-la-324386", "city": "Metairie", "state": "LA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 288886, "name": "Smith Securities LLC", "name_as_filed": "SMITH SECURITIES LLC", "url": "https://advisorcensus.com/firm/smith-securities-llc-covington-la-288886", "city": "Covington", "state": "LA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 170903, "name": "Spinosa Wealth Management Group", "name_as_filed": "SPINOSA WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/spinosa-wealth-management-group-mandeville-la-170903", "city": "Mandeville", "state": "LA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300899, "name": "Stokes Family Office LLC", "name_as_filed": "STOKES FAMILY OFFICE LLC", "url": "https://advisorcensus.com/firm/stokes-family-office-llc-new-orleans-la-300899", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 308429, "name": "Stone Wealth Partners LLC", "name_as_filed": "STONE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/stone-wealth-partners-llc-lafayette-la-308429", "city": "Lafayette", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171278, "name": "Summit Financial Wealth Advisors", "name_as_filed": "SUMMIT FINANCIAL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/summit-financial-wealth-advisors-lafayette-la-171278", "city": "Lafayette", "state": "LA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304638, "name": "Suncap Management", "name_as_filed": "SUNCAP MANAGEMENT", "url": "https://advisorcensus.com/firm/suncap-management-new-orleans-la-304638", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150155, "name": "Synergy Wealth Advisors, LLC", "name_as_filed": "SYNERGY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/synergy-wealth-advisors-llc-150155", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 148425, "name": "Terrell Financial Group", "name_as_filed": "TERRELL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/terrell-financial-group-metairie-la-148425", "city": "Metairie", "state": "LA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 140768, "name": "The Fiscal Fitness Company, Inc.", "name_as_filed": "THE FISCAL FITNESS COMPANY, INC.", "url": "https://advisorcensus.com/firm/the-fiscal-fitness-company-inc-mandeville-la-140768", "city": "Mandeville", "state": "LA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 340461, "name": "The Geauxmez Group Wealth Management LLC", "name_as_filed": "THE GEAUXMEZ GROUP WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/the-geauxmez-group-wealth-management-llc-340461", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151363, "name": "Thompson Creek Wealth Advisors", "name_as_filed": "THOMPSON CREEK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/thompson-creek-wealth-advisors-151363", "city": null, "state": null, "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 134801, "name": "Vermilion Asset Management, LLC", "name_as_filed": "VERMILION ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vermilion-asset-management-llc-lafayette-la-134801", "city": "Lafayette", "state": "LA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 307421, "name": "Zion Capital LLC", "name_as_filed": "ZION CAPITAL LLC", "url": "https://advisorcensus.com/firm/zion-capital-llc-307421", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/la", "label": "Financial advisors in Louisiana" }, "fee_pages": [ { "path": "/advisors/la/fee-only", "label": "Fee-only financial advisors in Louisiana", "firm_count": 50 }, { "path": "/advisors/la/flat-fee", "label": "Flat-fee financial advisors in Louisiana", "firm_count": 121 } ], "metro_fee_pages": [ { "path": "/advisors/la/new-orleans/hourly", "firm_count": 25, "label": "Hourly financial advisors in New Orleans, LA" }, { "path": "/advisors/la/baton-rouge/hourly", "firm_count": 13, "label": "Hourly financial advisors in Baton Rouge, LA" }, { "path": "/advisors/la/lafayette/hourly", "firm_count": 10, "label": "Hourly financial advisors in Lafayette, LA" }, { "path": "/advisors/la/slidell/hourly", "firm_count": 10, "label": "Hourly financial advisors in Slidell, LA" }, { "path": "/advisors/la/shreveport/hourly", "firm_count": 5, "label": "Hourly financial advisors in Shreveport, LA" }, { "path": "/advisors/la/houma/hourly", "firm_count": 2, "label": "Hourly financial advisors in Houma, LA" }, { "path": "/advisors/la/monroe/hourly", "firm_count": 2, "label": "Hourly financial advisors in Monroe, LA" }, { "path": "/advisors/la/alexandria/hourly", "firm_count": 1, "label": "Hourly financial advisors in Alexandria, LA" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }