Firm
Andre Caubarreaux
Mansura, Louisiana
Fee-only
Andre Caubarreaux at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 51 individual clients.
- Its average account is about $334,000 (assets it manages divided by its 51 accounts).
Facts
| Based in | Mansura, Louisiana |
|---|---|
| Phone | (318) 240-4521 |
Andre Caubarreaux fees
Andre Caubarreaux doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 51 |
| Accounts managed | 51 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 117139 |