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Advisers in Houma, LA

2 advisers in Houma — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Hassell Wealth Management300 Lafayette Street, Suite 200 · Houma, LA 70360 · (985) 868-9881 · Financial planningCRD 297892 · % of assets, Hourly charges, Fixed fees · $387.4 million AUMSEC registeredNo commissions reportedTrue Financial, LLC7712 W. Main Street, Suite 204 · Houma, LA 70360 · (985) 208-3900 · Financial planningCRD 333363 · % of assets, Fixed fees · $11.8 million AUMState registeredNo commissions reported
Talking to advisers in Houma? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.