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 Retirement Planning advisors in LA, LAFAYETTE
9 advisers found
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
STONE WEALTH PARTNERS LLC
Lafayette, LA
AUM
$142.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-660-2334
BARTON ADVISORY SERVICES, L.L.C.
Lafayette, LA
AUM
$98.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
337-278-2723
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
ADVANTAGE WEALTH MANAGEMENT, L.L.C.
Lafayette, LA
AUM
$4.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
337-210-1264
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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