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 Sales
Lafayette, LouisianaCRD #117059
Typical Fee--
AUM$217M
Minimum--
Clients538

AVANT CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #167961
Typical Fee--
AUM$155M
Minimum--
Clients819

BCM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #107946
Typical Fee--
AUM$776M
Minimum--
Clients486

CULLEN INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #18266
Typical Fee--
AUM$795M
Minimum--
Clients1,424

STONE WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #308429
Typical Fee--
AUM$118M
Minimum--
Clients669

SUMMIT FINANCIAL WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #171278
Typical Fee--
AUM$1.4B
Minimum--
Clients2,620
Fiduciary Advisors in Lafayette, Louisiana | FiduciaryListings