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.
Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Houma, LA 70360
Gradient Advisors, Llc
Multi-team
David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Gradient Advisors since 2019 and also owns Tauzin Wealth Management, LLC, where he provides investment advisory and financial planning services. Tauzin is involved as a chapter instructor for the SOFA-Society of Financial Awareness, a nonprofit organization. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing roughly $289 million in regulatory AUM and administering about $1.10 billion in additional assets.
Based on Gradient Advisors, Llc
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
Houma, LA
1340 W. Tunnel Blvd, Suite 560
Houma LA 70360
Advisors at this office
1
Louisiana · Texas
9 years of industry experience
Gradient Advisors LLC
2019 - Present • 7 years
Arden Hills, MN
Tauzin Wealth Management Llc
2017 - Present • 9 years
Houma, LA
Change Path LLC
2017 - 2019 • 2 years
Leawood, KS
Tauzin Retirement Solutions
2010 - 2017 • 7 years
Houma, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
CFP®, Series 65
Houma, LA
Hassell Wealth Management
Mary Lucy Bergeron is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Hassell Wealth Management with two years of industry experience. She has previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers, and has experience in financial services and educational roles. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets, employing a globally diversified investment approach aligned with modern portfolio theory.
ChFC®, Series 63
Houma, LA
Hassell Wealth Management
John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® designation and Series 63 registration. Prior to joining his current firm in 2018, he worked for LPL Financial for 13 years. Outside of advising, he owns and operates a guest house listed as a bed and breakfast. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages globally diversified portfolios using fundamental security analysis and market trend evaluation, serving several hundred client relationships with $387.4 million in assets under management as of December 31, 2025.
CFP®
Houma, LA
Hassell Wealth Management
Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2006 and previously spent ten years with LPL Financial, LLC. Hassell manages client portfolios as part of a five-advisor team based in Houma, Louisiana. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm utilizes a globally diversified investment approach based on modern portfolio theory, incorporating fundamental and economic analyses to construct portfolios across multiple asset classes.
CFP®, Series 63
Houma, LA
Hassell Wealth Management
Alexandra Hassell is a CFP®-credentialed financial advisor with 13 years of industry experience. She has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for five years. Based in Houma, Louisiana, Hassell is part of a five-advisor team. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets and emphasizes globally diversified portfolios using fundamental analysis alongside economic and market trend evaluation.
CFP®, Series 63, Series 65
Houma, LA
Hassell Wealth Management
Katherine Hebert is a CFP® professional with 12 years of experience in the financial services industry. She has worked at Hassell Wealth Management since 2020 and previously held roles at Hancock/Whitney Bank and Foresters Financial Services. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm manages $387.4 million in client assets, focusing on globally diversified portfolios constructed through fundamental security analysis and market trend assessment.
Series 65
Houma, LA
Ash Matson Wealth Partners, Inc.
Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 designation and bringing 20 years of industry experience. He has worked with Prime Investment Partners, LLC and Allocated Alliances, LLC, and also maintains a concurrent career as a medical doctor in Houma, Louisiana. Ash Matson Wealth Partners offers advisory services primarily by recommending third-party advisers to a diverse client base, including individuals and institutions. The firm employs a tailored asset-allocation process and monitors third-party adviser performance without exercising direct investment discretion or custody of client assets.
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