Joseph Billeaud
BCM Advisors · Lafayette, Louisiana
Joseph Billeaud is a fee-only financial advisor at BCM Advisors in Lafayette, Louisiana. Joseph focuses on estate & legacy planning, tax planning and retirement planning. BCM Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Joseph →
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 |
| SEC registration | Investment adviser representative in LA, TX · CRD 2811972 |
| Exams passed | Series 65 (2006) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bcm-advisors.com |
How Joseph's firm compares
- BCM Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 486 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
Is Joseph Billeaud a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, BCM Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Billeaud based?
Joseph Billeaud is based in Lafayette, Louisiana.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning, tax planning and retirement planning.
Is Joseph Billeaud registered with the SEC?
Yes. Joseph Billeaud is registered as an investment adviser representative in LA and TX (CRD 2811972), 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 Joseph Billeaud?
Through Joseph'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.
See something wrong? Request a correction. Read our methodology.