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 65
Experience Industry experience
< 1 year
Location
Gesimar, LA
Dustin Gomez is the principal of The Geauxmez Group Wealth Management LLC in Gesimar, LA. He holds a Series 65 designation and has been involved in financial advisory services since 2026. Prior to entering the wealth management field, he worked at Verizon for 19 years and has managed real estate activities through Geauxmez Real Estate LLC since 2017. The Geauxmez Group Wealth Management offers discretionary wealth management and financial planning services to individuals and high-net-worth clients, employing a fiduciary-oriented approach that includes strategic asset allocation and diversified portfolios using low-cost mutual funds, ETFs, and other securities. The firm is notable for its affiliation with a real estate fund and brokerage, providing clients access to alternative investment opportunities.
Based on The Geauxmez Group Wealth Management LLC
Based on The Geauxmez Group Wealth Management LLC
Fixed fees up to $2,500 for financial planning services
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.65%
$150 per hour for financial planning services
Gesimar, LA
Gesimar LA
Advisors at this office
1
Louisiana · Texas
< 1 year of industry experience
The Geauxmez Group Wealth Management LLC
2026 - Present • 1 year
Geismar, LA
Geauxmez Real Estate LLC
2017 - Present • 9 years
Geismar, LA
VERIZON
2003 - 2022 • 19 years
Baton Rouge, 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:
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Prairieville, LA
Belle River Capital Management LLC
Teddy Theriot is the principal advisor at Belle River Capital Management LLC, an independent firm, with 20 years of industry experience. He previously worked at Theriot Walston Inc. for 10 years before founding his current firm in 2023. Theriot holds Series 63 and Series 65 licenses. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations. The firm offers wrap-fee accounts and combines fundamental and technical analysis to tailor asset allocation and securities selection according to client objectives, serving a mix of retail and institutional clients.
CFP®, Series 66
Prairieville, LA
Bonfanti Investment Services, LLC
Michael Bonfanti is a CFP® professional with 22 years of industry experience, operating Bonfanti Investment Services, LLC in Prairieville, LA. He has worked with Bonfanti Investment Services since 2009 and was previously affiliated with LPL Financial. In addition to his advisory work, he manages an independent insurance agency and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k), 403(b), pension, and profit-sharing plans. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerances, using a combination of modern portfolio theory and fundamental, cyclical, and technical analysis.
CFP®, Series 63, Series 65
Prairieville, LA
Palmer Wealth Management LLC
Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.
Series 65
Gonzales, LA
Fortune 45, LLC.
Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.
Series 65
Gonzales, LA
Fortune 45, LLC.
Victoria Varisco Lulich is a Series 65 licensed financial advisor at Fortune 45, LLC with four years of industry experience. She has worked at Fortune 45 since 2020 and previously worked at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 provides investment management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses ETF-based portfolios with technical, charting, and fundamental analysis, and explicitly discloses the use of derivatives and leverage in managed accounts.
CFP®, PFS™, Series 63, Series 65
Prairieville, LA
Palmer Wealth Management LLC
Fred Palmer is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is the principal at Palmer Wealth Management LLC in Prairieville, LA, where he has worked since 2017. Palmer also owns Fred Palmer Consulting LLC, a business focused on JD/CPA/business consulting, and operates as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans, offering fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm manages approximately $43 million for about 46 client relationships and employs tailored investment programs that include fundamental analysis, asset allocation, tax-harvesting, and model strategies, sometimes utilizing sub-advisors, options, or derivatives.
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