Fiduciary advisors in Lafayette, LA
6 registered advisers
Lafayette's working population and retirees create a client base for 6 SEC-registered fiduciary advisors in the area. 6 charge fees only, taking no commissions.
APEX CAPITAL MANAGEMENT, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$217M
Minimum--
Clients538
AVANT CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$155M
Minimum--
Clients819
BCM ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$776M
Minimum--
Clients486
CULLEN INVESTMENT GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$795M
Minimum--
Clients1,424
STONE WEALTH PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$118M
Minimum--
Clients669
SUMMIT FINANCIAL WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients2,620