{
  "path": "/advisors/la/new-orleans/hourly",
  "url": "https://advisorcensus.com/advisors/la/new-orleans/hourly",
  "page_type": "metro_fee",
  "title": "Hourly financial advisors in New Orleans, LA",
  "filters": {},
  "scope_total": 25,
  "faq": [
    {
      "q": "How many financial advisory firms are there in New Orleans, LA?",
      "a": "AdvisorCensus lists 67 investment advisory firms with a principal office in the New Orleans metro area, from Form ADV filings as of October 2026: 38 SEC-registered, 26 state-registered, and 3 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 New Orleans, LA?",
      "a": "17 of the 67 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 New Orleans, LA offer financial planning?",
      "a": "39 of the 64 firms in New Orleans, LA 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 New Orleans, LA 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 17 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 25 investment advisory firms with a principal office in the New Orleans metro area 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": "New Orleans has 67 investment advisory firms with a principal office in the metro area as of October 2026: 38 SEC-registered, 26 state-registered, and 3 exempt reporting advisers. 17 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 23 report under $100 million in regulatory assets under management. The metro area has 398,564 households, 37,017 of them with income of $200,000 or more, or 552 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Hourly financial advisors in New Orleans, LA: 25 firms from Form ADV filings as of October 2026.",
  "total_firms": 25,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 14,
    "state": 11,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 8
    },
    {
      "code": "percentage_of_aum",
      "count": 24
    },
    {
      "code": "hourly",
      "count": 25
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 22
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 1
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 8
    },
    {
      "code": "5_to_9",
      "count": 8
    },
    {
      "code": "10_to_19",
      "count": 6
    },
    {
      "code": "20_plus",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 4
    },
    {
      "code": "100m_500m",
      "count": 6
    },
    {
      "code": "500m_1b",
      "count": 3
    },
    {
      "code": "1b_5b",
      "count": 3
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "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": 132341,
      "name": "ADG Wealth Management Group, LLC",
      "name_as_filed": "ADG WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341",
      "city": "Metairie",
      "state": "LA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165031,
      "name": "Argent Retirement Plan Advisors, LLC",
      "name_as_filed": "ARGENT RETIREMENT PLAN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031",
      "city": "New Orleans",
      "state": "LA",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135035,
      "name": "Bavarian Wealth Management, Inc.",
      "name_as_filed": "BAVARIAN WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bavarian-wealth-management-inc-new-orleans-la-135035",
      "city": "New Orleans",
      "state": "LA",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342791,
      "name": "Carazo Wealth Management",
      "name_as_filed": "CARAZO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/carazo-wealth-management-metairie-la-342791",
      "city": "Metairie",
      "state": "LA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140088,
      "name": "Colomb Investment Management Company, LLC",
      "name_as_filed": "COLOMB INVESTMENT MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/colomb-investment-management-company-llc-metairie-la-140088",
      "city": "Metairie",
      "state": "LA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146666,
      "name": "Crescent City Retirement Group",
      "name_as_filed": "CRESCENT CITY RETIREMENT GROUP",
      "url": "https://advisorcensus.com/firm/crescent-city-retirement-group-metairie-la-146666",
      "city": "Metairie",
      "state": "LA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 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": 306542,
      "name": "Demauriac LLC",
      "name_as_filed": "DEMAURIAC LLC",
      "url": "https://advisorcensus.com/firm/demauriac-llc-new-orleans-la-306542",
      "city": "New Orleans",
      "state": "LA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 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": 331160,
      "name": "Guilbault Capital",
      "name_as_filed": "GUILBAULT CAPITAL",
      "url": "https://advisorcensus.com/firm/guilbault-capital-metairie-la-331160",
      "city": "Metairie",
      "state": "LA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117423,
      "name": "Legacy Investment Strategies, LLC",
      "name_as_filed": "LEGACY INVESTMENT STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/legacy-investment-strategies-llc-metairie-la-117423",
      "city": "Metairie",
      "state": "LA",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "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": 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": 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": 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": 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": 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": 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": 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
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/la",
      "label": "Financial advisors in Louisiana"
    },
    "metro": {
      "path": "/advisors/la/new-orleans",
      "label": "Financial advisors in New Orleans, LA"
    },
    "city_pages": [
      {
        "path": "/advisors/la/new-orleans/metairie",
        "label": "Financial advisors in Metairie, LA",
        "firm_count": 27
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/la/new-orleans/fee-only",
        "label": "Fee-only financial advisors in New Orleans, LA",
        "firm_count": 17
      },
      {
        "path": "/advisors/la/new-orleans/flat-fee",
        "label": "Flat-fee financial advisors in New Orleans, LA",
        "firm_count": 38
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/la/new-orleans/for-high-net-worth-individuals",
        "firm_count": 44,
        "label": "Financial advisors for high-net-worth individuals in New Orleans, LA"
      },
      {
        "path": "/advisors/la/new-orleans/for-retirement-plans",
        "firm_count": 15,
        "label": "Financial advisors for retirement plans in New Orleans, LA"
      },
      {
        "path": "/advisors/la/new-orleans/for-businesses",
        "firm_count": 25,
        "label": "Financial advisors for businesses in New Orleans, LA"
      },
      {
        "path": "/advisors/la/new-orleans/for-charities",
        "firm_count": 19,
        "label": "Financial advisors for charitable organizations in New Orleans, LA"
      },
      {
        "path": "/advisors/la/new-orleans/no-account-minimum",
        "firm_count": 8,
        "label": "Financial advisors with no account minimum in New Orleans, LA"
      }
    ],
    "niche_pages": [],
    "state_fee": {
      "path": "/advisors/la/hourly",
      "label": "Hourly financial advisors in Louisiana"
    }
  },
  "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"
  }
}