Erin McMenemon
BCM Advisors · Lafayette, Louisiana
Erin McMenemon is a fee-only financial advisor at BCM Advisors in Lafayette, Louisiana, who holds the CFA credential. Erin focuses on estate & legacy planning, tax planning and retirement planning. BCM Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | BCM Advisors |
|---|---|
| Based in | Lafayette, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $775.7M across 486 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 6083811 |
| Exams passed | Series 63 (2013) · Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bcm-advisors.com |
| Profile |
How Erin's firm compares
- BCM Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 486 accounts).
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Questions about Erin
Is Erin McMenemon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erin holds no broker registration, and BCM Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erin charge for financial advice?
Erin's firm, BCM Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Erin McMenemon based?
Erin McMenemon is based in Lafayette, Louisiana.
What does Erin specialize in?
Erin's specialties include estate & legacy planning, tax planning and retirement planning.
What credentials does Erin McMenemon hold?
Erin McMenemon holds the CFA credential.
Is Erin McMenemon registered with the SEC?
Yes. Erin McMenemon is registered as an investment adviser representative in LA and TX (CRD 6083811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCM Advisors manage?
BCM Advisors reports $775.7M across 486 accounts in assets under management.
How do I contact Erin McMenemon?
Through Erin's website, www.bcm-advisors.com.
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
- BCM Advisors 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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