Firm
Broussard Financial Group, LLC
Lafayette, Louisiana
Fee-only
Broussard Financial Group, LLC at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 191 individual clients, 72 of them high net worth.
- Its average account is about $317,000 (assets it manages divided by its 438 accounts).
Facts
| Based in | Lafayette, Louisiana |
|---|---|
| Website | broussardfinancialgroup.com |
| [email protected] | |
| Phone | (337) 643-8319 |
Broussard Financial Group, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Our initial base financial planning fee is $3,000, where you will then undergo the Three Step Planning Process." source
"Our initial base financial planning fee is $3,000, where you will then undergo the Three Step Planning Process." source
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 | $139 million |
| Individual clients | 119 |
| High-net-worth clients | 72 |
| Accounts managed | 438 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130384) |
| Financial planning | Offered |
| Form ADV filed | April 27, 2026 |
| SEC record | CRD 123724 |