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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
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Personalized advice for portfolio size
of 100K & above
A densely populated state like Louisiana has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Louisiana and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Louisiana
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
741
non-vetted advisors in your local area. These financial advisors in
Louisiana
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Louisiana
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Louisiana.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Brian Low
Certified Senior Advisor (CSA)® BRIAN LOW FINANCIAL GROUP 4463 Bluebonnet Blvd, Suite B, Baton Rouge, LA 70809 |
11 Years | Not Specified | $50,000 | Fee-Based |
|
George Popov
EA, M.B.A. DIVERSIFIED FINANCIAL STRATEGIES 4911 S. Sherwood Forest Blvd, Suite A, Baton Rouge, LA 70816 |
27 Years | Not Specified | $50,000 | Fee-Based |
| 31 Years | $20,824,000 | $100,000 | Fee-Only | |
| 25 Years | $0 | Not Specified | Fee-Based |
Qualifications
CRD# 3097163
Series 6, 7, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4463 Bluebonnet Blvd,
Suite B,
Baton Rouge,
LA
70809
Phone Number
225-292-4225
Brian Low is a locally well-known financial educator and speaker on retirement planning. He conducts monthly investment seminars for clients and the general public to educate them on the constantly changing world of investing, saving for retirement, tax strategies and estate planning. In the past decade, people all across Louisiana have attended his seminars, workshops and classes. Brian is dedicated to life-long learning in the financial services field and to developing long-term relationships with his clients as he helps them pursue financial independence. He is constantly researching markets, strategies and financial news for areas of opportunity and concern. He prides himself on providing superior service, and quickly assesses clients' needs and developing solutions to their financial problems. Brian began his financial planning career with Banc One Securities after earning his BS in Finance from Southeastern Louisiana University in 1998. From there he moved to Menard Financial Group, where he was able to offer a wider range of investment opportunities. In 2007, he left Menard to pursue his dream of opening his own firm, and today is owner and Investment Advisor of Brian Low Financial Group. He has earned many honors and awards throughout his career, including membership in the Million Dollar Round Table. Whether he is speaking to the public or working with clients, Brian's chief goal is to assist people in achieving financial freedom through sound, smart financial planning. Brian's main office is located in Baton Rouge, but he offers other offices of conveniences in Mandeville and Metairie.
To help you achieve financial security. Brian Low Financial Group is a valuable resource for many people who are attempting to bring their financial objectives within reach. Our professionals have extensive experience in many areas of financial planning including portfolio management, tax strategies, wealth preservation and transfer.
Qualifications
CRD# 3274662
Firm CRD# 6413
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
4911 S. Sherwood Forest Blvd,
Suite A,
Baton Rouge,
LA
70816
Phone Number
225-778-5892
George is a veteran of the financial services industry. He is an LPL Financial Advisor, business owner, and has been an adjunct finance instructor at the university level. He seeks to help people create long-term wealth and financial security. Before becoming an LPL Financial Advisor, he held officer positions with several Fortune 500 companies, including Wells Fargo, Capital One, and Morgan Stanley. He attributes his success to integrity, honesty, and his commitment to excellence. Securities and Advisory Services offered through LPL Financial, a registered investment advisor.
We are a boutique financial firm that is powered by LPL Financial, LLC. LPL Financial is one of the leading financial services companies, and is the largest independent broker/dealer in the nation.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1667257
Firm CRD# 120017
Compensation/Fee Fee-Only
Office Location
4400-A Ambassador Caffery Pkwy., #318,
Lafayette,
LA
70508
Phone Number
619-709-0066
After having lived in San Diego, California since 1988, Craig recently moved to Lafayette, Louisiana to be closer to family. A runner in his spare time, he competes regularly in races that range from 5k's to Ultra-marathons.
Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other investors with similar investment goals. We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge,
LA
70809
Phone Number
225-757-9484
As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER™ practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you. Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010, Baton Rouge, LA 70802-5628 |
31 | 7 | $2,856,700,000 | A percentage of AUM, Performance Based
|
| 4 | 609 | $2,203,735,946 | A percentage of AUM
|
|
| 9 | 197 | $1,637,636,324 | A percentage of AUM, Fixed fees
|
|
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
201 St. Charles Avenue, Suite 4240, New Orleans, LA 70170-1048 |
7 | 13 | $1,597,603,745 | A percentage of AUM, Other (1 QIB REQUEST FEE BASED ON THEIR OWN SALE AWAY FROM SIMS)
|
| 31 | 2106 | $1,017,413,137 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 761 | $582,055,320 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 55 | $459,296,476 | A percentage of AUM, Fixed fees
|
|
| 16 | 747 | $421,858,529 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based
|
|
| 6 | 1316 | $341,395,704 | A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)
|
|
| 4 | 381 | $334,390,591 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 635 | $240,573,816 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 233 | $146,843,889 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 969 | $117,224,379 | A percentage of AUM
|
|
| 5 | 26 | $16,598,566 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 84 | $10,049,796 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 400 Convention St, Ste 400, Baton Rouge, LA 70802 | 225-237-3103 | |
| 3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503 | 337-216-9330 | |
| 1100 Poydras St, Ste 1000, New Orleans, LA 70163 | 504-679-0045 | |
| 1100 Poydras St, Ste 1900, New Orleans, LA 70163 | 504-587-9631 | |
| 4208 Bluebonnet Blvd., Baton Rouge, LA 70809 | 225-201-9300 | |
| 6719 Perkins Rd, Baton Rouge, LA 70808 | 225-215-1608 | |
| 106 Oil Center Drive, Suite 250, Lafayette, LA 70503 | 337-266-5574 | |
| 400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA 70508 | 337-267-2529 | |
| 400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA 70508 | 337-267-2503 | |
| 3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503 | 337-216-9330 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
