Advisor at Hubbell Strickland Wealth Management, LLC
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Firm
Hubbell Strickland Wealth Management, LLC
Location
New Orleans, LA 70163
Credentials
CFP®, Series 63
Industry experience
15 years
Todd Hubbell is a CFP® with 15 years of industry experience, currently serving at Hubbell Strickland Wealth Management, LLC in New Orleans, LA. He has been affiliated with Stokes and Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments since 2014. Hubbell Strickland Wealth Management manages approximately $540 million across more than 400 client relationships, including individuals, trusts, charitable organizations, and retirement plans. The firm follows a long-term, fundamentally driven investment approach focused on asset allocation and research, utilizing a range of securities and occasionally independent managers for active portfolio management.
Based on Hubbell Strickland Wealth Management, LLC
Based on Hubbell Strickland Wealth Management, LLC
Based on Hubbell Strickland Wealth Management, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: Negotiable
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements
Fee-only: Financial planning and consulting fees generally range from $1,000 to $25,000, fixed and negotiable; retirement plan consulting fees up to $25,000, fixed and negotiable
1100 Poydras Street, Suite 2010
New Orleans, LA 70163
Louisiana · Mississippi · Texas
Stokes and Hubbell Capital Management LLC
2014 - Present (12 years)
Purshe kaplan Sterling Investments
2014 - Present (12 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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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
New Orleans, LA
deMauriac LLC
CFP®
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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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