Find The Best Financial Advisors in Metairie, Louisiana

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Metairie is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Metairie & pick the one as per your needs

How To Find The Best Financial Advisors in Metairie, Louisiana
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Metairie, Louisiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 11 non-vetted financial advisors in Metairie, Louisiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Metairie, Louisiana have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Metairie, Louisiana

Top Financial Advisor Firms in Metairie, Louisiana (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	300186	$2,952,693,844	5	A percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT)
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	306876	$2,535,697,292	7157	A percentage of AUM, Fixed fees
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	107318	$2,000,884,017	12	A percentage of AUM
FPL CAPITAL MANAGEMENT, LLC 3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002	117499	$885,155,184	1019	A percentage of AUM, Hourly charges, Fixed fees
SECOND LINE CAPITAL, LLC 2800 Veterans Memorial Blvd., Suite 220 Metairie, LA, 70002	324386	$402,132,214	1911	A percentage of AUM, Hourly charges, Fixed fees
GUILBAULT CAPITAL 3850 N Causeway Blvd., Suite 121 Metairie, LA, 70002	331160	$312,971,577	651	A percentage of AUM, Hourly charges, Fixed fees
WEALTHHARBOR CAPITAL GROUP, LLC 433 Metairie Rd, Suite 500 Metairie, LA, 70005	118614	$292,556,055	360	A percentage of AUM, Fixed fees
ADG WEALTH MANAGEMENT GROUP, LLC 433 Metairie Road, Suite 500, Metairie, LA, 70005	132341	$279,123,660	1218	A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)
CRESCENT STERLING LTD. 4415 Shores Drive, Suite 250 Metairie, LA, 70006-6804	106633	$212,408,000	527	A percentage of AUM, Hourly charges, Fixed fees
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. 6620 Riverside Drive, Suite 207 Metairie, LA, 70003	113181	$172,530,152	1621	A percentage of AUM
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC 3636 South Interstate 10 Service Road, Suite 214 Metairie, LA, 70001	140088	$1,600,000	7	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES, ASSET BASED CONSULTING FEES)

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