# Jerry Broussard

> Jerry Broussard is a fee-only financial advisor at Broussard Financial Group, LLC in Lafayette, Louisiana, who holds the CFP credential. Jerry charges a one-time planning fee (one-time plans from $3,000) and focuses on retirement planning, small business owners and divorce financial planning.

Page: https://find.wellspent.co/advisors/jerry-broussard/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Broussard Financial Group, LLC
- **Based in:** Lafayette, Louisiana
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $3,000
- **Assets under management (firm):** $138.8M across 438 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Divorced individuals
- **CRD:** 1230207 (https://adviserinfo.sec.gov/individual/summary/1230207)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (1997), Series 63 (1997)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://broussardfinancialgroup.com

## Frequently asked questions

### Is Jerry Broussard a fee-only financial advisor?

Yes. Jerry Broussard 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 Jerry's firm.

### How does Jerry charge for financial advice?

Jerry charges a one-time planning fee.

### How much does Jerry charge?

According to Broussard Financial Group, LLC's website, checked October 28, 2026: one-time plans from $3,000.

### Where is Jerry Broussard based?

Jerry Broussard is based in Lafayette, Louisiana.

### What does Jerry specialize in?

Jerry's specialties include retirement planning, small business owners and divorce financial planning. Jerry works with retirees, pre-retirees and divorced individuals.

### What credentials does Jerry Broussard hold?

Jerry Broussard holds the CFP credential.

### Is Jerry Broussard registered with the SEC?

Yes. Jerry Broussard is registered as an investment adviser representative in LA and TX (CRD 1230207), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Broussard Financial Group, LLC manage?

Broussard Financial Group, LLC reports $138.8M across 438 accounts in assets under management.

### How do I contact Jerry Broussard?

Through Jerry's website, broussardfinancialgroup.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6305): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://broussardfinancialgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.