Fee-OnlyFinder

Flat / fixed fees in Lafayette, LA

8 advisers in Lafayette offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 8

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 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 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 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