About Hubbell Strickland Wealth Management, LLC
<p>Founded in 2019, Hubbell Strickland Wealth Management, LLC is a fee-only registered investment advisor headquartered in New Orleans, serving the greater Gulf Coast region.</p> <p>The firm is SEC-regulated and works as a fiduciary. It offers a 3(21) service model for retirement plans and also advises individuals, small businesses, institutions, and pension/profit-sharing plans across Louisiana, Florida, Mississippi, Tennessee, and Texas. As of 2026, Hubbell Strickland reports $0.5B in assets under management.</p> <p>Its planning work covers investment planning, retirement planning, estate planning, tax planning, generational financial planning, college planning, executive benefit reviews (including 401(k) and stock option analysis), and business services. The firm also handles cash-flow planning, income-generating strategies, risk management, charitable management, and ongoing investment management.</p> <p>The team includes professionals with CFP®, CFA, attorney, and MBA backgrounds, and the firm is known for a conservative investment approach built around long-term client relationships. For sponsors looking for a <a href="/plan-advisors">plan advisor</a>, its 3(21) role is a clear fit for committees that want support while keeping final decision-making authority.</p> <ul> <li>Registered investment advisor (fee-only; SEC-regulated fiduciary)</li> <li>Retirement plan support, including 3(21) advisory services</li> <li>401(k) and stock option analysis for executive benefits</li> <li>Planning services: retirement, estate, tax, education, and cash-flow</li> <li>Headquartered in New Orleans; serves LA, FL, MS, TN, and TX</li> </ul>
Website: https://www.hubbellstrickland.com/
Founded: 2019
Office Locations
- New Orleans, LA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $540.3M
Team Members
- Todd Hubbell, Financial Advisor
- Steven Hubbell, Financial Advisor
- Carson Strickland, Financial Advisor
- Robin Cosse, Director of Client Services
- Alexis Cosse, Assistant Director of Client Services