user avatar

Edward Shea

Advisor at Final Ascent Wealth Advisors, LLC

Updated today

Location

Lafayette, LA 70503

Credentials

Series 66

Industry experience

13 years

About

Edward Shea is a financial advisor at Final Ascent Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ahrens Investment Partners, LLC for seven years. Outside of his advisory role, Shea is a member of Developing Louisiana, LLC, a digital media advertising firm, where he dedicates several hours monthly. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of cyclical, fundamental, and quantitative analysis, focusing on long-term trading and asset allocation through mutual funds and ETFs.

Client services

Based on Final Ascent Wealth Advisors, LLC

Portfolio management

Expertise

Based on Final Ascent Wealth Advisors, LLC

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning fixed fees ranging from $2,500 to $10,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And up: 0.65%

Location

315 S. College Rd., Suite 205

Lafayette, LA 70503

Most active in

Louisiana

Work history

Final Ascent Wealth Advisors, LLC

2022 - Present (4 years)

Ahrens Investment Partners, LLC

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alajahwon R

Series 63, Series 66

Lafayette, LA

A.B. Ridgeway Wealth Management LLC

Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brent A

Series 65

Lafayette, LA

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Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.

Wealth management
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Heather A

Series 65

Lafayette, LA

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Heather Alleman is the sole advisor at Alleman Capital Management, LLC, holding a Series 65 credential with experience dating back to 2022 in self-employment and prior work from 2009 to 2022 at Unitech Training Academy. Alleman Capital Management is an investment manager specializing in pooled investment vehicles and institutional accounts, providing discretionary portfolio management and active trading services. The firm operates with a single portfolio manager who also administers compliance and ethics programs.

Options & derivatives strategies Active portfolio management
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Milton K

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Lafayette, LA

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Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Amie V

Series 66

Youngsville, LA

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Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.

Wealth management Passive / index investing
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Justin M

Series 65

Lafayette, LA

Marcantel Wealth Management

Justin Marcantel is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with five years of industry experience. He has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Prior to his financial services career, he was employed at the University of Louisiana at Lafayette from 2012 to 2017. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing on low-cost index funds and passive strategies. The firm employs a long-term, passive investment approach based on Vanguard research, emphasizing low costs, broad diversification, and tax-aware asset allocation, with options for active, value-oriented strategies upon request.

Passive / index investing Active portfolio management
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