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
CFP®, Series 66
Experience Industry experience
20 years
Location
Lafayette, LA
Creative Planning
Enterprise
Clients per advisor
74 TypicalAvg AUM per client
$2,113,277 Very HighHNW client ratio
45% Very HighTracey Breaux is a CFP® and Series 66-licensed advisor at Creative Planning with 20 years of industry experience. Prior to joining Creative Planning, she held roles at Tapfin/EY, Fruitful, Inc., Origin Financial, multiple agencies, and Charles Schwab & Co. Inc. She is based in Lafayette, LA. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while providing fiduciary oversight for retirement accounts.
Based on Creative Planning
Based on Creative Planning
Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%
Negotiable hourly fee for Retirement Plan Services and financial planning services
Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services
Lafayette, LA
Lafayette LA
Advisors at this office
1
Louisiana
20 years of industry experience
Creative Planning, LLC
2026 - Present • 1 year
Overland Park, KS
Tapfin/EY
2022 - 2026 • 4 years
Secaucus, NJ
Fruitful, Inc.
2022 - 2022 • 1 year
New York, NY
Origin Financial
2021 - 2022 • 1 year
San Francisco, CA
Multiple Agencies
2015 - 2021 • 6 years
New York, NY
Charles Schwab & Co. Inc
2012 - 2019 • 7 years
New York, NY
USAA Financial Planning Services
2011 - 2012 • 1 year
New York, NY
Merrill
2009 - 2011 • 2 years
New York, NY
Merrill
2004 - 2009 • 5 years
Chicago, IL
Merrill
2003 - 2004 • 1 year
Jacksonville, FL
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.
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.
Is not active or affiliated with:
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.
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.
Verified by Warmer
Series 65
Lafayette, LA
W&S BROKERAGE Services, Inc.
Cannon Glass is an advisor at W&S Brokerage Services, Inc. with a Series 65 credential and no prior industry experience. His work history includes roles across various sectors such as banking, retail, and food service before joining W&S Brokerage Services and Western & Southern Life in 2026. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with investment options including affiliated and unaffiliated mutual funds and ETFs.
Series 65
Lafayette, LA
Horizon Capital Management, Inc.
Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.
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.
Series 65
Lafayette, LA
Vermilion Asset Management, LLC
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.
Series 65
Lafayette, LA
Kidd Vision Capital LLC
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.
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.
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