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 19 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
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	3711	$2,489,088,707	1855	A percentage of AUM, Fixed fees
ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308	105159	$1,646,093,931	568	A percentage of AUM
ENHANCED CAPITAL PARTNERS, LLC 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170	170236	$969,071,339	31	A percentage of AUM, Performance Based
ARGENT RETIREMENT PLAN ADVISORS, LLC 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170	165031	$947,688,692	54	A percentage of AUM, Hourly charges, Fixed fees
ADVANTAGE CAPITAL 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003	171365	$824,796,567	10	Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
MONTZ HARCUS WEALTH MANAGEMENT 610 City Park Avenue, New Orleans, LA, 70119	301963	$563,831,182	1186	A percentage of AUM, Hourly charges, Fixed fees
FREEGULLIVER, LLC 5500 Laurel Street, New Orleans, LA, 70115	117040	$548,274,370	716	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based
HACKETT ROBERTSON TOBE GROUP 2021 Lakeshore Drive, Suite 200 New Orleans, LA, 70122	304638	$505,000,000	105	A percentage of AUM, Hourly charges, Fixed fees
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC 1100 Poydras Street, Suite 1150 New Orleans, LA, 70163	301715	$503,997,302	1109	A percentage of AUM, Fixed fees
BLACK BAY PARTNERS, LLC 1100 Poydras Street, Suite 1480 New Orleans, LA, 70163	284945	$488,972,673	6	A percentage of AUM, Performance Based
DELTA FINANCIAL ADVISORS, L.L.C. 701 Poydras Street, Suite 350 New Orleans, LA, 70139	122092	$381,076,526	447	A percentage of AUM, Hourly charges
THIRTYNORTH INVESTMENTS, LLC 1460 Energy Centre, 1100 Poydras Street New Orleans, LA, 70163	155355	$311,005,000	360	A percentage of AUM, Fixed fees
SEARCH FUND ACCELERATOR, LLC 1104 6th Street, New Orleans, LA, 70115	281491	$234,540,693	109	Performance Based, Other (COMMITMENT FEE)
HANCOCK WHITNEY INVESTMENT SERVICES INC. 701 Poydras St., Suite 3100 New Orleans, LA, 70139	40637	$218,797,292	1125	A percentage of AUM
EQUITAS CAPITAL ADVISORS,LLC 365 Canal Street, Suite 3050 New Orleans, LA, 70130	124471	$217,124,577	55	A percentage of AUM, Fixed fees

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

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