Lafayette, LA Financial Advisors and Resources



Financial Advisor Firms in Lafayette, LA


AHRENS INVESTMENT PARTNERS, LLC

Website

(337) 981-1376

412 Settlers Trace Boulevard

Lafayette, LA 70508

SEC#: 801-101539
Years in Business: 6 years

SUMMIT FINANCIAL WEALTH ADVISORS

Website

(337) 232-1141

326 Heymann Blvd

Lafayette, LA 70503

SEC#: 801-79686
Years in Business: 7 years

CULLEN ASSET MANAGEMENT

Website

(337) 237-8000

1404 S. College Rd.

Lafayette, LA 70503

SEC#: 801-61265
Years in Business: 19 years

BCM ADVISORS, LLC

Website

(337) 233-7758

1018 Harding St., Suite 104

Lafayette, LA 70503

SEC#: 801-56006
Years in Business: 22 years

FMSA

Website

(337) 984-7744

412 West University Ste 102

Lafayette, LA 70506

SEC#: 801-71764
Years in Business: 11 years

EAGLE CAPITAL MANAGEMENT, LLC

Website

(985) 778-0987

113 Oil Center Drive

Lafayette, LA 70503

SEC#: 801-57207
Years in Business: 21 years

AVANTAX ADVISORY SERVICES, INC.

Website

(337) 237-0112

2000 Kaliste Saloom Rd
Ste 300
Lafayette, LA 70508

SEC#: 801-29892
Years in Business: 34 years

AVANTAX ADVISORY SERVICES, INC.

Website

(337) 237-0112

2000 Kaliste Saloom Rd
Ste 300
Lafayette, LA 70508

SEC#: 801-29892
Years in Business: 34 years

GWM ADVISORS, LLC

Website

(337) 443-9580

1819 West Pinhook Road
Suite 215
Lafayette, LA 70508

SEC#: 801-79876
Years in Business: 7 years


How Retirement-Friendly is Lafayette, LA?

  • Population: 241,973
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $197,300
  • Average Monthly Housing Cost: $899
  • Average Household Income: $80,379
  • Louisiana Total Tax Burden: 8.82% (19th Highest in U.S.)
  • Louisiana Property Tax: 1.93% (6th Lowest in U.S.)
  • Louisiana Individual Income Tax: 1.51% (13th Lowest in U.S.)
  • Louisiana Sales and Excise Tax: 5.38% (4th Highest in U.S.)


Lafayette, LA Financial Advisor FAQs

Yes. If you are not feeling equipped to properly manage your finances, there's no shame in taking on a financial advisor who will look out for the development of your portfolio while you better focus on what matters most to you.
Financial advisors charge a fee based on the service they provide. Fees can be charged through the advice given, platforms subscribed to, or annuities purchased all with varying amounts that each client deems worthwhile.
If you are in the process of hiring an advisor, there are really two things that your new advisor should be doing. These tasks require good judgement and skills with numbers, but also a very human touch. As such, these qualities can’t be taught overnight—they take time to develop.
Income advisors are paid for their services in three ways, fee-only, asset-based, and percentage-of-assets.