Eric Dunavant
Paradiem · Covington, Louisiana
Eric Dunavant is a fee-only financial advisor at Paradiem in Covington, Louisiana, who holds the CFP credential. Eric focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Paradiem reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Executives
- Physicians
- Mid-life transitions
Facts
| Firm | Paradiem |
|---|---|
| Based in | Covington, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $483.4M across 325 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 3255295 |
| Exams passed | Series 63 (1999) · Series 66 (2002) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.paradiem.org |
| Profile |
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Questions about Eric
Is Eric Dunavant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Paradiem reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Paradiem, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Dunavant based?
Eric Dunavant is based in Covington, Louisiana.
What does Eric specialize in?
Eric's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning and small business owners. Eric works with founders, multi-generational families, executives, physicians and mid-life transitions.
What credentials does Eric Dunavant hold?
Eric Dunavant holds the CFP credential.
Is Eric Dunavant registered with the SEC?
Yes. Eric Dunavant is registered as an investment adviser representative in LA and TX (CRD 3255295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paradiem manage?
Paradiem reports $483.4M across 325 accounts in assets under management.
How do I contact Eric Dunavant?
Through Eric's website, www.paradiem.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Paradiem website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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