Andre Caubarreaux
Advisor at Andre Caubarreaux
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Andre Caubarreaux
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mansura, LA
Credentials
Series 63, Series 66
Industry experience
38 years
Andre Caubarreaux is the sole advisor at Andre Caubarreaux, an independent advisory firm. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. Prior to founding his firm in 2001, he worked at Crown Capital Securities, LP starting in 2007. Outside of his advisory work, he owns a thoroughbred horse breeding and racing business and provides business consulting services for small businesses. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses with personalized financial planning and investment management. Its approach is primarily discretionary, using active, tactical asset allocation informed by multiple analysis methods, and it offers a combination of asset-based, hourly, and fixed-fee engagements.
Based on Andre Caubarreaux
Financial plan fees range from $500.00 to $2,500.00, negotiable; Retainer Agreement annual fee $500.00, negotiable
$0 - $1,000,000: 2% $1,000,000+: Negotiable fee or negotiable yearly fee
Hourly rate for limited scope planning engagements is $150.00 per hour; follow-on implementation work billed at $150.00 per hour
Account minimum: $10,000.00 Minimum fee: Minimum annual fee of $100.00, negotiable; minimum annual fee of $200.00 charged if account falls below $10,000, negotiable Fee-only: Fee-only financial planning and non-discretionary investment management; no commissions or commissions accepted
Mansura, LA
Louisiana
Crown Capital Securities, Lp
2007 - Present (19 years)
Andre Caubarreaux
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")