Jerry Broussard
Broussard Financial Group, LLC · Lafayette, Louisiana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
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 | $138.8M across 438 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 1230207 |
| Exams passed | Series 65 (1997) · Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | broussardfinancialgroup.com |
| Profile |
How Jerry's firm compares
- A one-time plan starts at $3,000, above the US median of $2,000 for fee-only firms that publish prices.
- Broussard Financial Group, LLC's average account is about $317,000, from its Form ADV (assets managed divided by 438 accounts).
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Questions about Jerry
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Broussard Financial Group, LLC 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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