Fee-OnlyFinder

Advisers in Lafayette, LA

12 advisers in Lafayette — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (7)Flat / fixed fees (8)Retirement plan consulting (6)

All advisers

Apex Capital Management, L.L.C.2901 Johnston St., Suite 401 · Lafayette, LA 70503 · (337) 895-0800 · Financial planningCRD 117059 · % of assets, Hourly charges, Fixed fees · $225.2 million AUMSEC registeredNo commissions reportedAvant Capital, LLC500 Richland Avenue · Lafayette, LA 70508 · (337) 504-2221 · Financial planningCRD 167961 · % of assets, Hourly charges, Fixed fees · $176.2 million AUMSEC registeredNo commissions reportedBarton Advisory Services, L.L.C.341 Doucet Road, Suite B · Lafayette, LA 70503 · (337) 278-2723 · % of assets managedCRD 137694 · % of assets · $98.8 million AUMState registeredNo commissions reportedBcm Advisors, LLC1018 Harding St., Suite 104 · Lafayette, LA 70503 · (337) 233-7758 · Financial planningCRD 107946 · % of assets · $775.7 million AUMSEC registeredNo commissions reportedCullen Investment Group1404 S. College Rd. · Lafayette, LA 70503 · (337) 237-8000 · Financial planningCRD 18266 · % of assets · $910.0 million AUMSEC registeredNo commissions reportedFinal Ascent Wealth Advisors, LLC315 S. College Rd., Suite 205 · Lafayette, LA 70503 · (337) 256-1032 · Flat / fixed feesCRD 313896 · % of assets, Fixed fees · $65.1 million AUMState registeredNo commissions reportedKidd Vision Capital LLC822 Harding Street, Suite 307 · Lafayette, LA 70503 · (225) 287-3812 · Hourly feesCRD 319401 · % of assets, Hourly charges, Fixed fees · $27.0 million AUMState registeredNo commissions reportedMeche and Associates LLC345 Doucet Road, Suite 233 · Lafayette, LA 70503 · (337) 983-1014 · % of assets managedCRD 323419 · % of assets · $17.0 million AUMState registeredNo commissions reportedParish Investment Advisors LLC2701 Johnston St, Suite 211 · Lafayette, LA 70503 · (337) 205-3234 · Financial planningCRD 284770 · % of assets, Hourly charges, Fixed fees · $88.9 million AUMState registeredNo commissions reportedStone Wealth Partners LLC1200 Camellia, Suite 101 · Lafayette, LA 70508 · (337) 660-2334 · Financial planningCRD 308429 · % of assets, Hourly charges, Fixed fees · $142.9 million AUMSEC registeredNo commissions reported
Summit Financial Wealth Advisors1021 E. St. Mary Blvd. · Lafayette, LA 70503 · (337) 232-1141 · Financial planningCRD 171278 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedVermilion Asset Management, LLC345 Doucet Road, Suite 200a · Lafayette, LA 70503 · (337) 984-4018 · Hourly feesCRD 134801 · % of assets, Hourly charges, Fixed fees · $63.7 million AUMState registeredNo commissions reported
Talking to advisers in Lafayette? 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.