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Find Retirement Advisors for Retirement Planning in Louisiana, Lafayette

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 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 registration checks. 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.

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Top 7 Retirement Planning firms in Lafayette, Louisiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1021 E. St. Mary Blvd., Lafayette, LA, 70503	$1,430,463,689	2455	20	A percentage of AUM, Hourly charges, Fixed fees
2	1404 S. College Rd., Lafayette, LA, 70503	$795,470,355	1424	9	A percentage of AUM
3	1018 Harding St., Suite 104, Lafayette, LA, 70503	$666,235,191	493	9	A percentage of AUM
4	2901 Johnston St., Suite 401, Lafayette, LA, 70503	$205,145,366	476	12	A percentage of AUM, Hourly charges, Fixed fees
5	500 Richland Avenue, Lafayette, LA, 70508	$126,085,281	760	4	A percentage of AUM, Fixed fees
6	221 Southpark Rd Suite C1, Lafayette, LA, 70508	$110,333,830	1840	3	A percentage of AUM
7	1200 Camellia, Suite 101 Lafayette, LA, 70508	$102,110,461	652	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Lafayette, Louisiana

SUMMIT FINANCIAL WEALTH ADVISORS

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QualificationsFirm CRD# 171278

Assets Under Management $1,430,463,689

No. Of Clients2455

Clients Per Financial Advisor123

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 2455 clients. The team consists of 20 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS)

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CULLEN INVESTMENT GROUP

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QualificationsFirm CRD# 18266

Assets Under Management $795,470,355

No. Of Clients1424

Clients Per Financial Advisor158

CULLEN INVESTMENT GROUP is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $795M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1424 clients. The team consists of 9 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 and/or small businesses

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BCM ADVISORS, LLC

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QualificationsFirm CRD# 107946

Assets Under Management $666,235,191

No. Of Clients493

Clients Per Financial Advisor55

BCM ADVISORS, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 493 clients. The team consists of 9 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 services
Portfolio management for individuals and/or small businesses

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APEX CAPITAL MANAGEMENT, L.L.C.

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QualificationsFirm CRD# 117059

Assets Under Management $205,145,366

No. Of Clients476

Clients Per Financial Advisor40

APEX CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 clients. The team consists of 12 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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AVANT CAPITAL, LLC

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QualificationsFirm CRD# 167961

Assets Under Management $126,085,281

No. Of Clients760

Clients Per Financial Advisor190

AVANT CAPITAL, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 760 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 and/or small businesses
Pesnsion consulting services

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INTEGRITY RIA, LLC

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QualificationsFirm CRD# 150415

Assets Under Management $110,333,830

No. Of Clients1840

Clients Per Financial Advisor613

INTEGRITY RIA, 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 1840 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 and/or small businesses

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STONE WEALTH PARTNERS LLC

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QualificationsFirm CRD# 308429

Assets Under Management $102,110,461

No. Of Clients652

Clients Per Financial Advisor130

STONE WEALTH PARTNERS LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 652 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

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

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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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