Montgomery Gossen
BCM Advisors · Lafayette, Louisiana
Montgomery Gossen is a fee-only financial advisor at BCM Advisors in Lafayette, Louisiana, who holds the CFP credential. Montgomery 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, TX · CRD 6550898 |
| Exams passed | Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bcm-advisors.com |
| Profile |
How Montgomery'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 Montgomery
Is Montgomery Gossen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Montgomery 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 Montgomery charge for financial advice?
Montgomery's firm, BCM Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Montgomery Gossen based?
Montgomery Gossen is based in Lafayette, Louisiana.
What does Montgomery specialize in?
Montgomery's specialties include estate & legacy planning, tax planning and retirement planning.
What credentials does Montgomery Gossen hold?
Montgomery Gossen holds the CFP credential.
Is Montgomery Gossen registered with the SEC?
Yes. Montgomery Gossen is registered as an investment adviser representative in LA and TX (CRD 6550898), 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 Montgomery Gossen?
Through Montgomery'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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