Flat fee financial advisors in Louisiana
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Louisiana is $3,375, from 40 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,000-$7,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,375 | $2,000-$7,500 | 40 firms |
Flat fee financial advisors in Louisiana and their published fees
40 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Lailaps Capital, L.L.C.Abbeville | Not published | $50-$1,000 | Not published |
| Kropog Financial Group, LLCMandeville | $300/hr | $300-$15,000 | Not published |
| Fullington & Associates, LLCLake Charles | Not published | $450 | Not published |
| Deliberate FinancesNew Orleans | Not published | $500-$10,000 | $350-$1,500/mo |
| JCN Financial & Tax Advisory Group, LLCBaton Rouge | $350/hr | $500-$5,000 | Not published |
| KLK Capital Wealth Advisors LLCAbita Springs | Not published | $500 | Not published |
| Ninety West Global WealthNew Orleans | $300/hr | $500-$35,000 | $100-$2,916/mo |
| Skipjack FinancialNew OrleansNo AUM fee | $250/hr | $500-$4,000 | $2,400-$10,800/yr |
| Smith Securities LLCCovington | Not published | $500 | Not published |
| Stokes Family Office LLCNew Orleans | $250-$500/hr | $500-$100,000 | Not published |
| Synergist Private Wealth LLCNew Orleans | Not published | $500-$10,000 | Not published |
| Beam Wealth Advisors, Inc.Covington | $100-$400/hr | $600-$15,000 | Not published |
| First Security Financial Wealth Manager, Inc.Metairie | Not published | $750 | Not published |
| Upbeat WealthNew Orleans | $250/hr | $750-$7,500 | $300/qtr |
| Broussard Financial Group, LLCKaplan | $200/hr | $900-$5,000 | Not published |
| A.b. Ridgeway Wealth Management LLCLafayette | Not published | $1,000-$2,500 | $97-$833/mo |
| Advocacy Financial LLCCovington | $250/hr | $1,000-$10,000 | Not published |
| Argent Advisors, Inc.Ruston | $150/hr | $1,000-$5,000 | Not published |
| Capital South Wealth Management, LLCBaton Rouge | Not published | $1,000-$10,000 | Not published |
| Creole Wealth Solutions, LLCNew Orleans | $350/hr | $1,000-$5,000 | Not published |
| Meriwether Wealth & Planning, LLCMinden | $150-$500/hr | $1,000-$25,000 | Not published |
| Oakwater FinancialRuston | $200-$400/hr | $1,000-$10,000 | Not published |
| Palmer Wealth Management LLCPrairieville | $225/hr | $1,000-$10,000 | Not published |
| Schayot Financial LLCMetairie | $250/hr | $1,000-$10,000 | Not published |
| Spinosa Wealth Management GroupMandeville | $350/hr | $1,000-$5,000 | Not published |
| DW Huff AdvisoryChalmette | Not published | $1,200 | Not published |
| Wingo Asset Management, LLCShreveport | Not published | $1,200-$2,500 | Not published |
| Adkins Seale Capital Management LLCShreveport | $250-$500/hr | $1,500-$5,500 | Not published |
| Avant Capital, LLCLafayette | $200/hr | $1,500 | Not published |
| Colomb Investment Management Company, LLCMetairie | $100-$300/hr | $1,500-$5,000 | Not published |
| Montgomery Wealth AdvisorsShreveport | $100-$400/hr | $1,500-$10,000 | Not published |
| Parish Investment Advisors LLCLafayette | $95/hr | $1,500-$2,500 | Not published |
| Stone Wealth Partners LLCLafayette | $200/hr | $1,500-$2,500 | Not published |
| Suncap ManagementNew Orleans | $300/hr | $2,500-$50,000 | Not published |
| Terrell Financial GroupMetairie | $200/hr | $2,500 | Not published |
| Dumaine Investments LLCNew Orleans | $300/hr | $5,000-$50,000 | Not published |
| Sow Advisors LLCYoungsville | Not published | Up to $5,000 | Not published |
| Rainier Wealth Planning, LLCBaton Rouge | $400-$1,000/hr | $6,400-$200,000 | Not published |
| Castellano & AssociatesShreveport | $300/hr | $7,500 | Not published |
| Planning Associates Wealth Management, LLCMetairie | $400/hr | $10,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (56)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Brian Low Financial Group, LLC, Baton Rouge
- Cavanaugh Wealth Management LLC, Baton Rouge
- Common Cents Financial Planning, Abita Springs
- Crescent City Retirement Group, Metairie
- Demauriac LLC, New Orleans
- FPL Capital Management, LLC, Metairie
- Fred Miller & Assoc., Baton Rouge
- Graf Financial, L.L.C., Baton Rouge
- Graham, Bordelon, Golson & Gilbert, Inc., Monroe
- Hassell Wealth Management, Houma
- Hibernia Wealth Partners, LLC, Baton Rouge
- Mort Kelly Financial Services, LLC, New Orleans
- The Archer Consulting Group, LLC, Thibodaux
- The Geauxmez Group Wealth Management LLC, Gesimar
- Thompson Creek Wealth Advisors, Baton Rouge
- Zion Capital LLC, Baton Rouge
- A More Certain Path, Jefferson
- Abel Hall, LLC, Baton Rouge
- Adg Wealth Management Group, LLC, Metairie
- Andre Caubarreaux, Mansura
- Apex Capital Management, L.L.C., Lafayette
- Asset Planning Services Inc, Covington
- Bienvenue Wealth LLC, New Orleans
- Blue Cypress Wealth Management, LLC, Baton Rouge
- Capital Financial Planners, LLC, Youngsville
- Consortium Private Wealth LLC, Slidell
- Crescent Sterling LTD., Metairie
- Equilibrium Financial Planning, Kenner
- Equitas Capital Advisors,llc, New Orleans
- Estep Capital Management, New Orleans
- Evans Investment Advisors, L.L.C., Baton Rouge
- Fortune 45, LLC., Gonzales
- Graham Financial, Shreveport
- Guilbault Capital, Metairie
- Hedged Private Wealth, Metairie
- Hubbell Strickland Wealth Management, LLC, New Orleans
- Jecohen & Co., LLC, New Orleans
- Lees Monsour Group, Shreveport
- Live Oak Wealth Management, LLC, Covington
- Lyons Capital Group, Shreveport
- Mètis Financial LLC, Metairie
- Montz Harcus Wealth Management, New Orleans
- Paradiem, LLC, Covington
- Pelican Advisory LLC, Covington
- Progeny Wealth Management LLC, Baton Rouge
- Rizzutto Financial Advisors, Baton Rogue
- Second Line Capital, LLC, Metairie
- Senior Advisory Group, LLC, Baton Rouge
- Synergy Wealth Advisors, LLC, Baton Rouge
- Thirtynorth Investments, LLC, New Orleans
- Toce Financial Group LLC, Mandeville
- True Financial, LLC, Houma
- Veritas Wealth Advisors, LLC, Baton Rouge
- Vines Capital Management, LLC, Monroe
- Waters, Parkerson & Co., LLC, New Orleans
- Winchester Capital Services, LLC, Kenner