Fee-OnlyFinder

Advisers in Prairieville, LA

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

All advisers

Bonfanti Investment Services, LLC14279 Hwy 73 · Prairieville, LA 70769 · (225) 612-3984 · Financial planningCRD 284395 · % of assets, Hourly charges · $65.7 million AUMState registeredNo commissions reportedPalmer Wealth Management LLC17531 Old Jefferson Highway, Suite B · Prairieville, LA 70769 · (225) 304-0025 · Financial planningCRD 286692 · % of assets, Hourly charges, Fixed fees · $43.4 million AUMState registeredNo commissions reported
Talking to advisers in Prairieville? 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.