Billy DeFrance
Lauterbach Financial Advisors · El Paso, Texas
Billy DeFrance is a fee-only financial advisor at Lauterbach Financial Advisors in El Paso, Texas, who holds the CFP credential. Billy focuses on retirement planning and tax planning. Lauterbach Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Lauterbach Financial Advisors |
|---|---|
| Based in | El Paso, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $700.3M across 1,038 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4888322 |
| Exams passed | Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | lfa-ia.com |
How Billy's firm compares
- Lauterbach Financial Advisors's average account is about $675,000, from its Form ADV (assets managed divided by 1,038 accounts).
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Questions about Billy
Is Billy DeFrance a fee-only financial advisor?
Yes. Billy DeFrance is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Billy's firm.
How does Billy charge for financial advice?
Billy's firm, Lauterbach Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Billy DeFrance based?
Billy DeFrance is based in El Paso, Texas.
What does Billy specialize in?
Billy's specialties include retirement planning and tax planning.
What credentials does Billy DeFrance hold?
Billy DeFrance holds the CFP credential.
Is Billy DeFrance registered with the SEC?
Yes. Billy DeFrance is registered as an investment adviser representative in TX (CRD 4888322), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lauterbach Financial Advisors manage?
Lauterbach Financial Advisors reports $700.3M across 1,038 accounts in assets under management.
How do I contact Billy DeFrance?
Through Billy's website, lfa-ia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Paso
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lauterbach Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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