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Jerry Broussard

Advisor at Broussard Financial Group, LLC

Updated today

Location

Kaplan, LA 70548

Credentials

CFP®, Series 63, Series 65

Industry experience

21 years

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

106 W Veterans Memorial Drive

Kaplan, LA 70548

Most active in

Louisiana · Texas

Work history

Broussard Financial Group, LLC

2002 - Present (24 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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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 financial advisor at SOW Advisors LLC in Lafayette, LA, holding a Series 65 designation. He has experience at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to a diverse client base including individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach to public markets and fundamental analysis for private markets, providing both discretionary management and standalone advisory engagements.

Wealth management ESG / Sustainable investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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Logan B

Series 65

Youngsville, LA

SOW Advisors LLC

Logan Bowers is the owner and managing member of H&L Investments LLC, with over 10 years of experience in real estate investment and private fund management. He holds a Series 65 designation and has a background that includes roles at Power Investors LLC and Cetco Energy Services. His outside business activities include overseeing operations and asset management for multifamily, single-family, and mobile home park investments through H&L Investments. SOW Advisors LLC is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach in public markets combined with fundamental and qualitative analysis in private markets, serving both accredited and non-accredited clients through discretionary management and hourly advisory engagements.

Wealth management ESG / Sustainable investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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Mark A

Series 63, Series 65

Lafayette, LA

Avant Capital, LLC

Mark Avant is the sole advisor at Avant Capital, LLC in Lafayette, Louisiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant Capital since 2014, following prior roles at Avant & Associates LLC and L and M Avant Holdings, LLC. He is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Avant Capital serves individuals, trusts, estates, and retirement plans by offering discretionary investment management and retirement-plan advisory services. The firm uses a primarily long-term investment approach tailored to client objectives, combining fundamental and technical analysis to build diversified portfolios using low-cost mutual funds, ETFs, and selective individual securities.

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 and Wealth Advisors

Darren Cart is a financial advisor with Going CPAs and Wealth Advisors in Opelousas, LA. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. He has been a partner at Going, Sabastein, Fisher & Leboeuf, LLP since 2009. Outside of advisory work, he is involved as a partner in a consulting business, Majestic Heights Group, LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates accounting and tax services with wealth management and employs a long-term, buy-and-hold investment approach primarily using mutual funds, ETFs, and fixed-income instruments.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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William G

PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

William George is a PFS™ credentialed financial advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has held roles at Cetera Investment Advisers LLC, DC Goodwater LLC, Avantax Advisory Services, and operates Kyle George Consulting LLC, where he provides investment planning, retirement planning, and financial planning services. He is also a partner at Hartiens & Faulk LLP, an accounting firm offering tax compliance, accounting, and business consulting services. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, managing accounts on a discretionary basis with a long-term buy-and-hold investment approach.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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