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.

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.

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.

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.

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.

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Find The Best Financial Advisors in New Orleans, Louisiana

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 New Orleans is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in New Orleans & pick the one as per your needs

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

If you’re looking for qualified financial advisors in New Orleans, Louisiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 21 non-vetted financial advisors in New Orleans, Louisiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New Orleans, Louisiana have an average of 25 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 New Orleans, Louisiana

Olivier Group

225-757-9484

Address

4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NEWEDGE ADVISORS 858 Camp Street, New Orleans, LA, 70130	171351	$12,683,180,123	48067	A Percentage of AUM, Hourly charges, Fixed Fees
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	3711	$2,302,559,870	1808	A Percentage of AUM, Fixed Fees
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048	107318	$1,954,920,079	12	A Percentage of AUM
ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308	105159	$1,673,206,759	594	A Percentage of AUM
STOKES FAMILY OFFICE LLC 1100 Poydras St, Ste. 2775 New Orleans, LA, 70163	300899	$1,556,312,226	1820	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
ENHANCED CAPITAL PARTNERS, LLC 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170	170236	$722,103,715	27	A Percentage of AUM, Performance Based
ADVANTAGE CAPITAL 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003	171365	$570,040,744	9	Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
HACKETT ROBERTSON TOBE GROUP 2021 Lakeshore Drive, Suite 200 New Orleans, LA, 70122	304638	$538,000,000	101	A Percentage of AUM, Hourly charges, Fixed Fees
BLACK BAY ENERGY CAPITAL, LLC 1100 Poydras Street, Suite 1480 New Orleans, LA, 70163	284945	$534,524,143	5	A Percentage of AUM, Performance Based
FREEGULLIVER, LLC 5500 Laurel Street, New Orleans, LA, 70115	117040	$465,250,043	766	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based
MONTZ HARCUS WEALTH MANAGEMENT 610 City Park Avenue, New Orleans, LA, 70119	301963	$450,600,120	1102	A Percentage of AUM, Hourly charges, Fixed Fees
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC 1100 Poydras Street, Suite 1150 New Orleans, LA, 70163	301715	$441,776,459	1065	A Percentage of AUM, Fixed Fees
ARGENT RETIREMENT PLAN ADVISORS, LLC 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170	165031	$393,789,677	15	A Percentage of AUM, Hourly charges, Fixed Fees
EQUITAS CAPITAL ADVISORS,LLC 365 Canal Street, Suite 3050 New Orleans, LA, 70130	124471	$392,963,144	70	A Percentage of AUM, Fixed Fees
DELTA FINANCIAL ADVISORS, L.L.C. 701 Poydras Street, Suite 350 New Orleans, LA, 70139	122092	$339,033,824	456	A Percentage of AUM, Hourly charges

Select other cities around New Orleans, Louisiana to broaden your search for a financial advisor

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