DELTA FINANCIAL ADVISORS, L.L.C.
SEC RegisteredYour Investment Counsel
About the firm
Delta Financial Advisors is an independent investment counseling firm founded in 2002, based in New Orleans, and registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm is owned and managed by Gerard A. Plauché and Ainsley D. Bishop. As fee-only registered investment advisors, they do not receive commissions and have a fiduciary responsibility to serve clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management, retirement planning, financial planning, investment management, trust and estate management, and insurance analysis. Services are delivered through active investment management on a discretionary basis, including creating unique portfolios of securities while managing risk, and helping clients assess and manage investment, tax, estate, retirement, and insurance areas of their finances.
Who they serve
Clients seeking personalized investment and financial advice who want integrity, honesty, and performance from an advisor that understands their unique financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 113 | $46M |
| High Net Worth Individuals | 98 | $467M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,000 to $3,000,000 | 0.80% |
| Above $3,000,000 | 0.50% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DELTA FINANCIAL ADVISORS, L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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