Fee-OnlyFinder

Advisers in Monroe, LA

4 advisers in Monroe — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Graham, Bordelon, Golson & Gilbert, INC.2401 Tower Drive · Monroe, LA 71201 · (318) 322-7157 · Financial planningCRD 104612 · % of assets, Hourly charges, Fixed fees · $420.8 million AUMSEC registeredNo commissions reportedHeritage Capital Management, INC.1609 Stubbs Ave · Monroe, LA 71201 · (318) 692-3159 · Hourly feesCRD 117498 · % of assets, Hourly charges, Other · $61.4 million AUMState registeredNo commissions reportedPelican Wealth Management3001 Armand Street, Suite L · Monroe, LA 71201 · (318) 600-3010 · % of assets managedCRD 289549 · % of assets · $11.9 million AUMState registeredNo commissions reportedVines Capital Management, LLC1896 Hudson Circle, Suite 3 · Monroe, LA 71201 · (318) 450-4664 · Financial planningCRD 298727 · % of assets, Fixed fees · $192.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Monroe? 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.