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Find Retirement Advisors for Retirement Planning in Louisiana
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Louisiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Louisiana
Last Updated - July 31, 2025Louisiana has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 67 non-vetted advisors in your local area. These retirement advisors in Louisiana have an average of 28 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Louisiana
VERIFIEDCraig Thompson
ChFC®
Assets Solutions
Qualifications
CRD# 1667257
Firm CRD# 120017
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Only
VERIFIEDOlivier Group
CFP®
Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63
Minimum Assets Required
Not Specified
Advisory Services:
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
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Louisiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 | A percentage of AUM, Performance Based |
| 2 | 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002 | $2,952,693,844 | 5 | 31 | A percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT) |
| 3 | 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785 | $2,535,697,292 | 7157 | 34 | A percentage of AUM, Fixed fees |
| 4 | 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | $2,489,088,707 | 1855 | 12 | A percentage of AUM, Fixed fees |
| 5 | 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002 | $2,000,884,017 | 12 | 7 | A percentage of AUM |
| 6 | 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308 | $1,646,093,931 | 568 | 4 | A percentage of AUM |
| 7 | 830 West Causeway Approach, Suite 1200 Mandeville, LA, 70471 | $1,594,350,069 | 208 | 10 | A percentage of AUM, Fixed fees |
| 8 | 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | $1,430,463,689 | 2455 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170 | $969,071,339 | 31 | 36 | A percentage of AUM, Performance Based |
| 10 | 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170 | $947,688,692 | 54 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | $824,796,567 | 10 | 180 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
| 12 | 1404 S. College Rd., Lafayette, LA, 70503 | $795,470,355 | 1424 | 9 | A percentage of AUM |
| 13 | 1018 Harding St., Suite 104, Lafayette, LA, 70503 | $666,235,191 | 493 | 9 | A percentage of AUM |
| 14 | 9335 Ellerbe Road, Shreveport, LA, 71106 | $612,190,360 | 1199 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 72096 Ramos Avenue, Suite D Covington, LA, 70433 | $577,438,797 | 2656 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Louisiana
QualificationsFirm CRD# 168155
Assets Under Management $3,964,828,037
No. Of Clients10
Clients Per Financial Advisor0
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 300186
Assets Under Management $2,952,693,844
No. Of Clients5
Clients Per Financial Advisor0
MARITIME PARTNERS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (EQUITY INVESTMENT)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 306876
Assets Under Management $2,535,697,292
No. Of Clients7157
Clients Per Financial Advisor211
TRUWEALTH ADVISORS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7157 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 3711
Assets Under Management $2,489,088,707
No. Of Clients1855
Clients Per Financial Advisor155
WATERS, PARKERSON & CO., LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1855 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 107318
Assets Under Management $2,000,884,017
No. Of Clients12
Clients Per Financial Advisor2
SISUNG INVESTMENT MANAGEMENT SERVICES LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105159
Assets Under Management $1,646,093,931
No. Of Clients568
Clients Per Financial Advisor142
ST. DENIS J. VILLERE & CO., LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111359
Assets Under Management $1,594,350,069
No. Of Clients208
Clients Per Financial Advisor21
ORLEANS CAPITAL MANAGEMENT CORP is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 171278
Assets Under Management $1,430,463,689
No. Of Clients2455
Clients Per Financial Advisor123
SUMMIT FINANCIAL WEALTH ADVISORS is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2455 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS)
QualificationsFirm CRD# 170236
Assets Under Management $969,071,339
No. Of Clients31
Clients Per Financial Advisor1
ENHANCED CAPITAL PARTNERS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MANAGEMENT FOR GOVERNMENTAL ENTITIES AND ADVISORY SERVICES FOR A BANKING INSTITUTION)
QualificationsFirm CRD# 165031
Assets Under Management $947,688,692
No. Of Clients54
Clients Per Financial Advisor11
ARGENT RETIREMENT PLAN ADVISORS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $948M assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 171365
Assets Under Management $824,796,567
No. Of Clients10
Clients Per Financial Advisor0
ADVANTAGE CAPITAL is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $825M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 180 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 18266
Assets Under Management $795,470,355
No. Of Clients1424
Clients Per Financial Advisor158
CULLEN INVESTMENT GROUP is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $795M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1424 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 107946
Assets Under Management $666,235,191
No. Of Clients493
Clients Per Financial Advisor55
BCM ADVISORS, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 493 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 318023
Assets Under Management $612,190,360
No. Of Clients1199
Clients Per Financial Advisor300
LEES MONSOUR GROUP is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1199 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 109867
Assets Under Management $577,438,797
No. Of Clients2656
Clients Per Financial Advisor156
BEAM WEALTH ADVISORS, INC. is a financial advisory firm situated in Covington, Louisiana. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2656 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Market timing services
- Education seminars/workshops
- Other (ESTATE PLANNING)
Retirement Planners Near You
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