# Freegulliver, LLC
Source: https://planprovider.pro/provider/freegulliver-llc

> From its Laurel Street headquarters in Uptown New Orleans, Freegulliver, LLC works with families who want a single advisory team to handle both investments a…

Retirement Plan Advisor

New Orleans, LA

## About Freegulliver, LLC

<p>From its Laurel Street headquarters in Uptown New Orleans, Freegulliver, LLC works with families who want a single advisory team to handle both investments and day-to-day financial decisions.</p>

<p>Founded in 2001, this registered investment advisor is based at 5500 Laurel Street, New Orleans, LA and serves clients across the New Orleans metro and beyond. Freegulliver reports $0.8B in assets under management (2026). The firm builds and oversees investment portfolios across public and private markets, including fixed income, private equity, real estate, hedge funds, and direct investments.</p>

<p>Freegulliver also runs family office-style services such as investment administration, cash flow and tax planning, and risk management. For long-range planning, the team supports legacy planning, including estate planning and philanthropy.</p>

<p>One differentiator is the mix of multi-asset portfolio management with hands-on family office administration under one roof, which can reduce the number of outside providers a family needs to coordinate.</p>

<ul>
<li>Investment advisory and portfolio construction across public and private markets</li>
<li>Family office services: investment administration and cash flow oversight</li>
<li>Tax planning coordination and risk management</li>
<li>Legacy planning support, including estate planning and philanthropy</li>
<li>3(21) fiduciary services for retirement plans</li>
</ul>

Website: [https://freegulliver.com/](https://freegulliver.com/)

Founded: 2001

## Office Locations

- New Orleans, LA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $798.1M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN|
ASSOCIATED BUILDERS AND CONTRACTORS, INC., DC|
$84M|
1,367|

| TMC 401(K) RETIREMENT SAVINGS PLAN|
THERAPY MANAGEMENT CORPORATION, FL|
$47M|
1,297|

| COLLEGIATE ACADEMIES 403(B) PLAN|
COLLEGIATE ACADEMIES, LA|
$13M|
573|

| SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN|
D.C. SCHONBERG & ASSOCIATES LLC, LA|
$1M|
55|

## Other Retirement Plan Advisors in LA

- [Raymond James Financial](https://planprovider.pro/provider/raymond-james-financial-inc) - St. Petersburg, FL

- [Equitas Capital Advisors,llc](https://planprovider.pro/provider/equitas-capital-advisorsllc) - New Orleans, LA

- [Kg&l Capital Management, LLC](https://planprovider.pro/provider/kgandl-capital-management-llc) - Saint Francisville, LA

- [Montz Harcus Wealth Management](https://planprovider.pro/provider/montz-harcus-wealth-management) - New Orleans, LA

- [The Shobe Financial Group](https://planprovider.pro/provider/the-shobe-financial-group) - Baton Rouge, LA

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Retirement Wealth Partners, LLC](https://planprovider.pro/provider/retirement-wealth-partners-llc) - Lafayette, LA

- [Vines Capital Management, LLC](https://planprovider.pro/provider/vines-capital-management-llc) - Monroe, LA

- [Hibernia Wealth Partners, LLC](https://planprovider.pro/provider/hibernia-wealth-partners-llc) - Baton Rouge, LA

- [Dent Wealth Advisors](https://planprovider.pro/provider/dent-wealth-advisors) - Baton Rouge, LA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/freegulliver-llc)

&copy; 2026 PlanProvider.Pro