Fee-OnlyFinder

Financial planning in Lafayette, LA

7 advisers in Lafayette offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 7

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 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 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 reportedSummit 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 reported