# Kaleb Price

> Kaleb Price is a fee-only financial advisor at BCM Advisors in Lafayette, Louisiana, who holds the CFP credential. Kaleb focuses on estate & legacy planning, tax planning and retirement planning. BCM Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kaleb-price/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BCM Advisors
- **Based in:** Lafayette, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $775.7M across 486 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **CRD:** 7413355 (https://adviserinfo.sec.gov/individual/summary/7413355)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.bcm-advisors.com

## Frequently asked questions

### Is Kaleb Price a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kaleb 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 Kaleb charge for financial advice?

Kaleb's firm, BCM Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kaleb Price based?

Kaleb Price is based in Lafayette, Louisiana.

### What does Kaleb specialize in?

Kaleb's specialties include estate & legacy planning, tax planning and retirement planning.

### What credentials does Kaleb Price hold?

Kaleb Price holds the CFP credential.

### Is Kaleb Price registered with the SEC?

Yes. Kaleb Price is registered as an investment adviser representative in LA (CRD 7413355), 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 Kaleb Price?

Through Kaleb's website, www.bcm-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7413355): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bcm-advisors.com/): specialties, clients served, and fees, checked October 30, 2026

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