SUMMIT FINANCIAL WEALTH ADVISORS
Lafayette, LA
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
337-232-1141
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in LA, LAFAYETTE
7 advisers found
CULLEN INVESTMENT GROUP
Lafayette, LA
AUM
$910.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
337-237-8000
BCM ADVISORS, LLC
Lafayette, LA
AUM
$775.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
337-233-7758
APEX CAPITAL MANAGEMENT, L.L.C.
Lafayette, LA
AUM
$225.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
337-895-0800
AVANT CAPITAL, LLC
Lafayette, LA
AUM
$176.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(337) 504-2221
PARISH INVESTMENT ADVISORS LLC
Lafayette, LA
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-205-3234
CHF WEALTH MANAGEMENT, LLC
Lafayette, LA
AUM
—
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; NEGOTIABLE FEES
337-232-6170
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