Advisor at Stratos Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stratos Wealth Advisors LLC
Location
Metairie, LA 70002
Credentials
Series 65
Industry experience
9 years
Pierre Villere II is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2018 and previously held positions at Stratos Wealth Partners, LPL Financial, and Crescent Capital Consulting. Stratos Wealth Advisors LLC serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers a range of investment management, financial planning, and insurance consulting services through a network of supervised investment advisory representatives using both bespoke and model portfolios.
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Flat fees for financial plans; flat fees for asset management in limited cases, up to 2.0% of assets under management
$0+: Negotiable, up to maximum 2.0% annually for advisor-managed non-wrap accounts Varies by TPIA program+: Typically tiered fees ranging from 0.15% to 1.05% plus optional 0.10% tax overlay fee for SIMC sub-advised programs; maximum total fee 3.0% including up to 2% SWA fee and 1% TPIA fee
Typically up to $500 per hour; may be higher in some cases
Subscription financial planning services with recurring fees negotiated between IAR and client; may be monthly or quarterly
Account minimum: $10,000 Fee-only: Financial planning and consulting fees are negotiable; hourly fees up to $500/hour typically; flat fees also available for financial plans; subscription financial planning fees may be fixed or tiered monthly or quarterly fees
3223 8th Street, #203
Metairie, LA 70002
Louisiana
Stratos Wealth Advisors, LLC
2018 - Present (8 years)
Stratos Wealth Partners
2017 - 2018 (1 year)
LPL Financial, llc
2017 - 2018 (1 year)
Crescent Capital Consulting, LLC
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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deMauriac LLC
CFP®
New Orleans, LA
Deliberate Finances
I specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with. Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions. I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly. When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.
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