Find a Financial Advisor in Metairie, LA

 

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We did the hard work of finding trustworthy partners in Metairie, LA.

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We Only Work With The Best Metairie Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Metairie, LA


  • Financial Advisor Close to Metairie, LA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Metairie, LA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Metairie, LA

We evaluated over 13,000 RIA firms to bring you the best of the best Metairie financial advisors.
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How Retirement-Friendly is Metairie, LA?

  • Population: 142,135
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $241,600
  • Average Monthly Housing Cost: $957
  • Average Household Income: $83,471
  • Louisiana Total Tax Burden: 8.82% (19th Highest in U.S.)
  • Louisiana Property Tax: 1.93% (6th Lowest in U.S.)
  • Louisiana Individual Income Tax: 1.51% (13th Lowest in U.S.)
  • Louisiana Sales and Excise Tax: 5.38% (4th Highest in U.S.)



The Top Financial Advisor Firms in Metairie, LA

 

FPL CAPITAL MANAGEMENT, LLC

Website

(504) 828-1969

3525 North Causeway Boulevard
Suite 633
Metairie, LA 70002

SEC#: 801-78875
Years in Business: 7 years

ADG WEALTH MANAGEMENT GROUP, LLC

Website

(504) 267-9880

433 Metairie Road, Suite 500

Metairie, LA 70005

SEC#: 801-81006
Years in Business: 6 years

TRUWEALTH ADVISORS, LLC

Website

(504) 779-7799

2700 Lake Villa Drive
Suite 200
Metairie, LA 70002

SEC#: 801-119073
Years in Business: 1 years

RESOURCE MANAGEMENT, LLC

Website

(504) 833-5378

3330 West Esplanade Ave
Ste 509
Metairie, LA 70002

SEC#: 801-55855
Years in Business: 23 years

CRESCENT STERLING LTD.

Website

(504) 885-1135

4415 Shores Drive
Suite 250
Metairie, LA 70006

SEC#: 801-41821
Years in Business: 29 years

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Website

(504) 831-4636

6620 Riverside Drive
Suite 207
Metairie, LA 70003

SEC#: 801-60383
Years in Business: 20 years

WEALTHHARBOR CAPITAL GROUP, LLC

Website

(504) 482-1962

433 Metairie Rd
Suite 500
Metairie, LA 70005

SEC#: 801-62721
Years in Business: 17 years

MARITIME PARTNERS, LLC

Website

(504) 264-5870

3838 N. Causeway Blvd.
Suite 3335
Metairie, LA 70002

SEC#: 801-119150
Years in Business: 1 years

PFS INVESTMENTS INC.

Website

(504) 454-0153

4200 S I-10 Service Rd W
Suite 201A
Metairie, LA 70001

SEC#: 801-72263
Years in Business: 10 years

 


Metairie, LA Financial Advisor FAQs

The answer to this question depends on the type of person you are. If you're uncomfortable with personal finances and want someone qualified to do it for you, then YES.
You'll want someone who is available to meet with you, has reasonable office hours, understands your financial needs and most importantly, provides quality service. It's important that you're confident in the person you choose because they will have access to sensitive information about your banking status and investments.
Financial advisors get paid from a variety of sources, including asset management fees, commission from product sales and market transactions, commissions from insurance products such as annuities or the sale of life insurance policies.
It can vary widely. Some financial advisors charge an hourly fee for counseling, while others might use a flat monthly rate. The type of services they provide and their experience level will also influence the cost.