Top financial advisors in Houma, LA
We've curated a list of the best financial advisors in Houma, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $224,779,319 Number of advisors 8 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Houma, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Hassell Wealth Management
Hassell Wealth Management, LLC is a registered investment adviser based in Louisiana, providing wealth management services to individual investors, businesses, and institutional investors. Established by John T. Hassell and Stephen K. Hassell, the firm offers discretionary portfolio management services, financial planning, and retirement plan services tailored to each client's needs. Clients have the option to grant investment discretion to the firm, allowing them to make all investment decisions on their behalf. As a fiduciary, Hassell Wealth Management is obligated to act in the best interests of clients, particularly when providing advice related to retirement accounts. The firm manages assets totaling $348,596,307 as of December 31, 2024, all on a discretionary basis. Regarding fees, the firm charges annual fees up to 1.80% based on the assets under management, with fees calculated quarterly and deducted directly from client accounts. Financial planning services start at $2,400 for projects and $200 per month for ongoing engagements, with fees varying based on the complexity of the client's financial situation. Retirement plan services may be fixed or asset-based, not exceeding 1.0% annually when charged against plan assets. Hassell Wealth Management does not charge performance-based fees and serves individuals, businesses, and retirement plans. The firm does not compensate outside parties for client referrals and does not vote proxies on behalf of clients.
$224,779,319 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Houma, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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