A complete list of active advisors currently associated with Crescent City Retirement Group
Warmer can help you find a great advisor at Crescent City Retirement Group or one who fits your needs even better.
Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individuals, high‑net‑worth clients, trusts, estates, and retirement plans, and also arranges referrals to third‑party money managers. As of April 20, 2026 the firm reported $130,923,958 in discretionary assets under management across about 933 client relationships served by four advisors. The firm generally pursues a long‑term, discretionary investment approach—building portfolios from individual securities, mutual funds, and ETFs and, when appropriate, using options or fee‑based variable annuities—while executing shorter‑term trades for rebalancing or client needs. Crescent City also provides written financial plans on an hourly or fixed‑fee basis and operates a co‑advisor/referral relationship with a third‑party manager (including model portfolios and shared fee arrangements) while clients’ assets remain with qualified custodians. What is distinctive is the firm’s relatively high client load per advisor, which is addressed through use of third‑party managers, model portfolios, and technology to support monitoring and reporting. The brochure also discloses that the managing member maintains an affiliated insurance business and devotes substantial time to that practice, a relationship the firm identifies as a potential conflict of interest and mitigates through disclosure and client consent.
To learn more about the advisors currently working at Crescent City Retirement Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 0
| |
Metairie, LA
| 18
| |
Metairie, LA
| 0
| |
Metairie, LA
| 0
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")