Fee-OnlyFinder

Advisers in Youngsville, LA

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

All advisers

Capital Financial Planners, LLC405 Lafayette Street · Youngsville, LA 70592 · (337) 364-2151 · Financial planningCRD 159021 · % of assets, Hourly charges, Fixed fees · $29.0 million AUMState registeredNo commissions reportedSow Advisors LLC511 Shore Dr, Suit #2 · Youngsville, LA 70592 · (337) 257-7102 · Financial planningCRD 336353 · % of assets, Hourly charges, Fixed fees · $10.2 million AUMState registeredNo commissions reported
Talking to advisers in Youngsville? 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.