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Jerry James Broussard

Advisor at Broussard Financial Group, LLC — Kaplan, LA W Veterans Memorial Drive

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

22 years

Location

Kaplan, LA 70548

Broussard Financial Group, LLC logo

Broussard Financial Group, LLC

Independent

Total advisors

1

Clients per advisor

191 Very High

Avg AUM per client

$726,653 High

HNW client ratio

38% High

About

Jerry Broussard is a CFP® professional with 21 years of industry experience. He has operated Broussard Financial Group, LLC since 2002. The firm manages approximately $115 million in assets for around 180 individual and high-net-worth clients, trusts, retirement plans, and business entities. Broussard Financial Group offers discretionary portfolio management alongside financial planning and consulting services, utilizing a combination of exchange-traded funds, mutual funds, and cash equivalents.

Client services

Based on Broussard Financial Group, LLC

Financial planning Portfolio management

Expertise

Based on Broussard Financial Group, LLC

General retirement planning Charitable giving & philanthropy

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Fee options

Fixed

Flat fees generally range from $900 to $5,000 for financial planning and consulting services

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $6,000,000: 0.60% $6,000,001+: 0.40%

Project-based

$200 per hour for financial planning and consulting services

Other

Account minimum: $500,000 Fee-only: Hourly rate of $200; flat fees generally range from $900 to $5,000 for stand-alone financial planning and consulting services

Location

Kaplan, LA W Veterans Memorial Drive

106 W Veterans Memorial Drive

Kaplan LA 70548

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

22 years of industry experience

Broussard Financial Group, LLC

2002 - Present • 24 years

Kaplan, LA

Eagle Strategies (NY Life)

2000 - 2002 • 2 years

Lafayette, LA

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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Jordan A

Series 65

Youngsville, LA

Abney Wealth Partners

Jordan Abney is a financial advisor at Abney Wealth Partners with exposure to the industry beginning in 2022 through Abney Advisory Group and prior experience at Physicians Mutual Insurance Company from 2016 to 2022. He holds a Series 65 credential and is based in Youngsville, LA. Abney Wealth Partners is a state-registered investment adviser that offers financial planning, consulting, and portfolio management services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, using third-party sub-advisers and wrap-fee platforms to implement and monitor portfolios.

General retirement planning Income planning General tax planning Life insurance needs analysis
user avatar

Gus G

CFA®, Series 65

Abbeville, LA

Lailaps Capital, L.L.C.

Gus Godchaux is a CFA® charterholder and Series 65 licensee with 10 years of industry experience. He has been the principal advisor at Lailaps Capital, L.L.C. since 2015 and serves as an analyst at Abbeville Family Partnership. He is also a partner at Gulf Land Structures and a co-executor of his grandfather's estate. Lailaps Capital provides portfolio management and financial planning services to individuals, corporate/business entities, and charitable organizations. The firm manages approximately $42 million in assets and offers access to a broad range of investment vehicles, including private placements, hedge funds, and venture capital, using a multi-method analytical approach tailored to client goals and risk tolerance.

Options & derivatives strategies Real estate investing Private / alternative investments Active portfolio management
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Bradley O

Series 65

Youngsville, LA

SOW Advisors LLC

Bradley Ortego is a Series 65-licensed financial advisor with SOW Advisors LLC in Youngsville, LA, bringing one year of industry experience. His prior work includes roles at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. He maintains ownership interests in alternative investment entities such as Narrow Way Equity Partners. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified portfolios. The firm also offers project-based financial planning and educational seminars on investment and personal finance topics.

Wealth management Business exit / sale strategy
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Logan B

Series 65

Youngsville, LA

SOW Advisors LLC

Logan Bowers is a financial advisor at SOW Advisors LLC in Youngsville, Louisiana, with one year of industry experience and a Series 65 credential. He is also the managing member and owner of H&L Investments LLC, a real estate investment and private fund management business focused on multifamily, single-family, and mobile home park assets. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, using a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to create diversified portfolios that may include both passive and active strategies. The firm also offers educational seminars and advises on alternative investments and private funds.

Wealth management Business exit / sale strategy
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Mark A

Series 63, Series 65

Lafayette, LA

Avant Capital, LLC

Mark Avant is a financial advisor at Avant Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Avant Capital since 2014. Avant is also the owner of L And M Avant Holdings, LLC, a commercial property management company. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm offers discretionary, customized portfolio management focused on long-term strategies using low-cost mutual funds and ETFs, supplemented by individual stocks or bonds as appropriate.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Darren C

PFS™, Series 63, Series 65

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Darren Cart is a partner at Going CPAs & Wealth Advisors, LLP with 15 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. Cart has been with Going, Sabastein, Fisher & Leboeuf, LLP since 2009 and also serves as a partner in Majestic Heights Group, LLC, a consulting firm. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, emphasizing tax-aware planning and long-term investment strategies.

General retirement planning Founder/Business Owner
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