Firm
Cullen Investment Group
Lafayette, Louisiana
Fee-only
Cullen Investment Group at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 11 employees and 605 individual clients, 236 of them high net worth.
- Its average account is about $607,000 (assets it manages divided by its 1,499 accounts).
Facts
| Based in | Lafayette, Louisiana |
|---|---|
| Website | cullenonline.com |
| Phone | (337) 237-8000 |
Cullen Investment Group fees
Cullen Investment Group 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 |
|---|---|
| Assets managed | $910 million |
| Individual clients | 369 |
| High-net-worth clients | 236 |
| Accounts managed | 1,499 |
| Employees | 11 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-61265) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 18266 |