Fritzie Eileen Fine

Advisor at Edward Jones — Sunset, LA

Updated today

Credentials

Series 66

Experience

24 years

Location

Sunset, LA 70584

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Fritzie Fine is a financial advisor with Edward Jones in Sunset, LA, holding a Series 66 designation and bringing 24 years of industry experience. Fine has worked at Edward Jones since 2012, with prior roles at 1st Global Advisors Inc and LPL Financial. Outside of advising, Fine serves as a board member and manages accounting duties for Weil Company Incorporated, a property management business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs, investment options, and fiduciary services, supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Sunset, LA

166 Oak Tree Park Plaza Ste D

Sunset LA 70584

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

24 years of industry experience

Edward Jones

2012 - Present • 14 years

St Louis, MO

1st Global Advisors Inc

2009 - 2010 • 1 year

Pineville, LA

LPL Financial

2005 - 2005 • 1 year

Alexandria, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott H

PFS™

Opelousas, LA

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Scott Hayes is a financial advisor with Going CPAs & Wealth Advisors, LLP in Opelousas, Louisiana. He holds the PFS™ designation and has two years of industry experience. Prior to his current role, Hayes worked at Fruge Seafood. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on tax preparation and accounting and also owns an accounting firm. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and retirement plans. The firm combines financial planning with portfolio management and retirement consulting, managing about $160.8 million in discretionary assets with a tax-aware, long-term investment approach.

General retirement planning Founder/Business Owner
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Kristi P

Series 63, Series 65

Opelousas, LA

Arete Wealth Advisors, LLC

Kristi Pool is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Integrity Registered Investment Advisors and Consolidated Electrical Distributors. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and maintaining a due diligence process for recommended managers and private investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Andre G

Series 65

Opelousas, LA

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Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Neal H

CFP®, Series 63, Series 65, Series 66

Breaux Bridge, LA

Van Clemens Wealth Management, LLC

Neal Hebert is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Van Clemens Wealth Management, LLC and previously held roles at firms including Gulf Coast Bank, LPL Financial, and Securities America Advisors. Hebert is also involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Scott P

Series 66

Opelousas, LA

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Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Joseph G

Series 65

Opelousas, LA

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Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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