Find a financial advisor in Baton Rouge, LA

Find financial advisors in Baton Rouge, LA

Find financial advisors in Baton Rouge, LA

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Find financial advisors in Baton Rouge, LA

Confirm your location to see the best financial advisors near you.
Zip code

Top 10 financial advisors in Baton Rouge, LA

Clients agree: these Baton Rouge financial advisors are highly rated for knowledge, experience, communication, and more.
Puma's Business Creation & Finanical Services Inc

Puma's Business Creation & Finanical Services Inc

5.0(3)
1 hire on Thervo
13+ years in business
Serves Baton Rouge, LA & Online
D. S. says, "Veloney help me get in compliance with the state with my business. I didn't know where to start. And she took the bull by its horn and lead the way." Read more
PM Taxes, LLC

PM Taxes, LLC

5.0(1)
16+ years in business
Serves Baton Rouge, LA & Online
Jennifer Y. says, "She's very knowledgeable at what she does so I never have to worry about anything once my things are in her hands." Read more
Alpha Financial Group

Alpha Financial Group

5.0(2)
9 hires on Thervo
6+ years in business
Serves Baton Rouge, LA & Online
Leslie D P. says, "My experience with Alpha Financial was far better that I could have hoped for. Calvin was thorough, and at the same time, engaging to reassure me that my incredible needs would be handled in a professional manner. He did not fail me…and I am able to move forward into a more normal life without the overwhelming oversight of the IRS. I highly recommend Calvin to anyone who is seeking answers or relief to whatever tax problems they might be facing. Please know that I am a very and highly satisfied customer who will certainly do business with him again, and again. Leslie D. Patterson…" Read more
Jagne Small Business Services

Jagne Small Business Services

5+ years in business
Serves Baton Rouge, LA & Online
It is our mission to help people improve their bottom line and keep more money inside their pockets. We offer business consulting and tax strategies consulting. We also offer bookkeeping services, tax preparation for both business and personal.
RetireWellDallas.com

RetireWellDallas.com

5.0Exceptional(6)
53+ years in business
Serves Baton Rouge, LA & Online
Bruce B. says, "Bruce Bradford, SVP Business Banker - Bank of Albuquerque: “I came to know Mark through the Dallas Business Forum about 20 years ago. He has a business network that eclipses anyone else I know, and the heart and knowledge to share it effectively with dozens of people every week. He has introduced me to valuable contacts literally dozens of times, supporting my success in a very meaningful way.” I too have referred him clients because of his incredible knowledge, high moral standards and personable approach with clients. " Read more
Jsh Tax And Accounting Service

Jsh Tax And Accounting Service

22+ years in business
Serves Baton Rouge, LA & Online
W
Path Bookkeeping And Tax Preparation Service

Path Bookkeeping And Tax Preparation Service

5.0(1)
6 hires on Thervo
15+ years in business
Serves Baton Rouge, LA & Online
Angela S. says, "Alex was quick to respond and did what he said he was going to to. Pleasure to work with." Read more
BKM Consulting LLC

BKM Consulting LLC

3 hires on Thervo
10+ years in business
Serves Baton Rouge, LA & Online
10+ years in business 22+ years experience Certified Public Accountant Certified Financial Planner ® Masters in Accountancy Experience and expertise of a larger firm with small firm prices.
Locke Financial Services

Locke Financial Services

5.0(2)
5+ years in business
Serves Baton Rouge, LA & Online
Jessica F. says, "The professionalism very knowledgeable and helpful would definitely be returning." Read more
Birdseye Financial INC

Birdseye Financial INC

5.0Exceptional(5)
Top Pro
2 hires on Thervo
23+ years in business
Serves Baton Rouge, LA & Online
Jocelyn W. says, " Positive: Professionalism, Quality, Responsiveness, Value Birdseye Financial's Corbin Lindsey is a trustworthy feduciary. He communicates better than most and efficiently solves my financial issues. I recommend him to all my friends." Read more

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Baton Rouge financial advisors

Recent success stories from people in the Baton Rouge area.
K. T.
Puma's Business Creation assist me in obtaining not just one but two trademarks. I'm was extremely happy because it was so stressed for me and she made the process so easy.
Puma's Business Creation & Finanical Services Inc
Lauren R.
He was very quick to respond, thorough and knowledgeable. He saved me thousands by employing his knowledge and I will return to use him again next year.
Alpha Financial Group
Robert W.
Robert Wood Owner Robert Wood Attorney at Law Mark is one of the hardest working people I know. He is a very good person and cares very much about his clients. Often Mark will go out of his way,staying long hours to serve his clients,double checking to make certain things are right.
RetireWellDallas.com
Lashun J.
The preparer was very professional I was able to file my taxes without leaving home I'm glad I used Locke Financial Services I think I found my new tax family.
Locke Financial Services
Debi K.
Corbin is educating us on many levels, financial and medical. We feel that his knowledge is helping us make better decisions. Corbin is very personable and makes us feel like valued clients! 10 stars!!!
Birdseye Financial INC
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Baton Rouge financial advisors by service