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
| $224,779,319 | 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.
Methodology
To generate our top financial advisors list in Houma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Houma. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension 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.
Methodology
To generate our top financial advisors list in Houma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Houma. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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