Upperline Financial Planning, LLC

Upperline Financial Planning, LLC (CRD# 155219) is a financial advisory firm headquartered in New Orleans, LA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Upperline Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
H. Jude Boudreaux
CRD#: 4274831
2727 Prytania Street, Suite 18, New Orleans, LA 70130
101
Wealthminder
score

H. Jude Boudreaux is the founder of Upperline Financial Planning, a fee-only financial planning firm based in New Orleans.  We have a unique approach that allows us to work with a broad range of clients, from those who are just beginning in their financial lives to those who have accumulated assets and are not approaching retirement.  As a fee-only firm, no commissions are earned.  

 

Jude (CRD# 4274831) is an Investment Advisor Representative working at Upperline Financial Planning, LLC in New Orleans, LA and has over 15 years of experience in the finance industry. Hank Boudreaux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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