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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Lafayette
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
67
non-vetted advisors in your local area. These financial advisors in
Lafayette, Louisiana
have an average of
28
years of experience.
NOTE: The list of financial
advisors in
Lafayette, Louisiana
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Lafayette, Louisiana.
| Qualified Financial Advisors in Lafayette, Louisiana | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Craig Thompson
ChFC® ASSETS SOLUTIONS 4400-A Ambassador Caffery Pkwy., #318, Lafayette, LA 70508 |
31 | 20,824,000 | $100,000 | Fee-Only |
| Olivier Group, LLC
CFP® OLIVIER GROUP 4609 Bluebonnet Blvd., Suite A, Baton Rouge, LA 70809 |
25 | $220 million | Not Specified | Fee-Based |
Qualifications
CRD# 1667257
Firm CRD# 120017
Compensation/Fee Fee-Only
Office Location
4400-A Ambassador Caffery Pkwy., #318,
Lafayette,
LA
70508
Phone Number
619-709-0066
After having lived in San Diego, California since 1988, Craig recently moved to Lafayette, Louisiana to be closer to family. A runner in his spare time, he competes regularly in races that range from 5k's to Ultra-marathons.
Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other investors with similar investment goals. We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge,
LA
70809
Phone Number
225-757-9484
As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER™ practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you. Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Top Financial Advisor Firms in Lafayette, Louisiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Summit Financial Wealth Advisors
1021 E. St. Mary Blvd., Lafayette, LA 70503 |
$1,291,846,803 | 2042 |
A percentage of AUM Hourly charges Fixed fees Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS) |
| Ahrens Investment Partners, Llc
412 Settlers Trace Boulevard, Lafayette, LA 70508 |
$776,802,052 | 1135 |
A percentage of AUM Fixed fees |
| Cullen Asset Management
1404 S. College Rd., Lafayette, LA 70503 |
$595,527,206 | 1156 |
A percentage of AUM Fixed fees |
| Bcm Advisors, Llc
1018 Harding St., Suite 104, Lafayette, LA 70503 |
$594,735,678 | 510 |
A percentage of AUM Hourly charges |
| Avant Capital, Llc
500 Richland Avenue, Lafayette, LA 70508 |
$114,557,063 | 674 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Allison LeBlanc Inquire with Allison |
3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503 | 337-216-9330 |
| Broussard Inquire with Broussard-Kelly |
106 Oil Center Drive, Suite 250, Lafayette, LA 70503 | 337-266-5574 |
| Austin Green Inquire with Austin |
400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA 70508 | 337-267-2529 |
| Beau J. Miller Inquire with Beau |
400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA 70508 | 337-267-2503 |
| Brett Broussard Inquire with Brett |
3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503 | 337-216-9330 |
| André P. Fontenot Inquire with André |
400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA 70508 | 337-267-2539 |
| Apex Capital Management, Llc Inquire with Apex |
701 Robley Dr., Suite 200, Lafayette, LA 70503 | 337-984-7433 |
| Broussard, LeBlanc & Associates Inquire with Broussard, |
3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503 | 337-216-9330 |
| Curtis Hunter Roy II Inquire with Curtis |
3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503 | 337-216-9330 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA 70508 | 337-232-7160 |
Grow your AUM with pre-qualified leads!
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