Kaleb Price
BCM Advisors · Lafayette, Louisiana
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.
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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 | CFP |
| SEC registration | Investment adviser representative in LA · CRD 7413355 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bcm-advisors.com |
How Kaleb'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 Kaleb
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.
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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