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Find Retirement Advisors for Retirement Planning in Lafayette, Louisiana

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Lafayette, Louisiana

Last Updated - January 15, 2025

Lafayette has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Lafayette, Louisiana have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Lafayette, Louisiana

VERIFIED

Olivier Group
CFP^®

Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63

Minimum Assets Required
Not Specified

Address

4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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Top 6 Retirement Planning firms in Lafayette, Louisiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	SUMMIT FINANCIAL WEALTH ADVISORS 1021 E. St. Mary Blvd., Lafayette, LA, 70503	$1,243,129,187	2290	19	A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS)
2	CULLEN ASSET MANAGEMENT 1404 S. College Rd., Lafayette, LA, 70503	$552,378,096	1129	5	A Percentage of AUM, Hourly charges, Fixed Fees
3	BCM ADVISORS, LLC 1018 Harding St., Suite 104, Lafayette, LA, 70503	$515,245,865	512	8	A Percentage of AUM
4	APEX CAPITAL MANAGEMENT, L.L.C. 701 Robley Dr., Suite 200 Lafayette, LA, 70503	$170,131,115	432	11	A Percentage of AUM, Hourly charges, Fixed Fees
5	AVANT CAPITAL, LLC 500 Richland Avenue, Lafayette, LA, 70508	$109,511,408	300	4	A Percentage of AUM, Fixed Fees
6	INTEGRITY RIA, LLC 221 Southpark Rd Suite A3, Lafayette, LA, 70508	$105,622,520	1947	3	A Percentage of AUM

Information on Top Retirement Planning firms in Lafayette, Louisiana

SUMMIT FINANCIAL WEALTH ADVISORS

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QualificationsFirm CRD# 171278

Assets Under Management $1,243,129,187

No. Of Clients2290

Clients Per Financial Advisor121

SUMMIT FINANCIAL WEALTH ADVISORS is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2290 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other (REVENUE SHARE WITH AFFILIATE
FOCUS TREASURY & CREDIT SOLUTIONS)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

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CULLEN ASSET MANAGEMENT

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QualificationsFirm CRD# 18266

Assets Under Management $552,378,096

No. Of Clients1129

Clients Per Financial Advisor226

CULLEN ASSET MANAGEMENT is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1129 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

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BCM ADVISORS, LLC

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QualificationsFirm CRD# 107946

Assets Under Management $515,245,865

No. Of Clients512

Clients Per Financial Advisor64

BCM ADVISORS, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 512 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

View Full Profile

APEX CAPITAL MANAGEMENT, L.L.C.

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QualificationsFirm CRD# 117059

Assets Under Management $170,131,115

No. Of Clients432

Clients Per Financial Advisor39

APEX CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 432 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

View Full Profile

AVANT CAPITAL, LLC

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QualificationsFirm CRD# 167961

Assets Under Management $109,511,408

No. Of Clients300

Clients Per Financial Advisor75

AVANT CAPITAL, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees

Financial Planning Services

Portfolio Management for Individuals
Pension Consulting Services

View Full Profile

INTEGRITY RIA, LLC

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QualificationsFirm CRD# 150415

Assets Under Management $105,622,520

No. Of Clients1947

Clients Per Financial Advisor649

INTEGRITY RIA, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1947 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Portfolio Management for Individuals

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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