Broussard Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Broussard Financial Group provides discretionary investment management and financial planning to individuals (including high net worth clients), related trusts and estates, retirement plans, and business entities. As of December 31, 2025 the firm reported about $138.8 million in discretionary assets across roughly 191 client relationships and offers both ongoing portfolio supervision and stand‑alone planning or consulting engagements.
The firm generally constructs portfolios using exchange‑traded funds, mutual funds and cash equivalents, with individual stocks or bonds managed only in limited circumstances, and it reviews accounts at least quarterly with rebalancing as appropriate. Its investment process combines charting, technical and fundamental analysis and employs both long‑term and short‑term trading approaches; the firm explicitly treats cash as an asset class and maintains cash‑sweep practices for client accounts.
Noteworthy aspects include a relatively large asset base managed by a small advisory team and an unusually broad planning offering for a firm of this size, covering items such as cost segregation studies, corporate structure advice, mortgage and real estate analysis, and lines‑of‑credit evaluation. The brochure also states the firm does not recommend cryptocurrency, will implement ESG investing only at client direction, does not accept proxy‑voting authority, and uses custodial arrangements (including Schwab/SEI programs) that provide research and soft‑dollar benefits.
Client services
Expertise
Fee options
Flat fees generally range from $900 to $5,000 for financial planning and consulting services
$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%
$200 per hour for financial planning and consulting services
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
Main office
106 W Veterans Memorial Drive
Kaplan LA 70548
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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