National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Lafayette, Louisiana

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 - April 8, 2024

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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Lafayette, Louisiana

advisor-photo
vector.svg VERIFIED

Olivier Group
CFP®

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

Minimum Assets Required
Not Specified

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SUMMIT FINANCIAL WEALTH ADVISORS
1021 E. St. Mary Blvd.,
Lafayette, LA, 70503
$1,243,129,187229019
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
$552,378,09611295
A Percentage of AUM, Hourly charges, Fixed Fees
3
BCM ADVISORS, LLC
1018 Harding St., Suite 104,
Lafayette, LA, 70503
$515,245,8655128
A Percentage of AUM
4
APEX CAPITAL MANAGEMENT, L.L.C.
701 Robley Dr., Suite 200
Lafayette, LA, 70503
$170,131,11543211
A Percentage of AUM, Hourly charges, Fixed Fees
5
AVANT CAPITAL, LLC
500 Richland Avenue,
Lafayette, LA, 70508
$109,511,4083004
A Percentage of AUM, Fixed Fees
6
INTEGRITY RIA, LLC
221 Southpark Rd Suite A3,
Lafayette, LA, 70508
$105,622,52019473
A Percentage of AUM

Information on Top Retirement Planning firms in Lafayette, Louisiana

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
View Full Profile

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
View Full Profile

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

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

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

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

Get Matched With Planners