Lafargue Financial Group, Inc.

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Client assets under management

$10,581,700

Clients

159

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$66,552

About

The firm primarily serves individual retail clients rather than high-net-worth households and offers investment advisory services including portfolio management and broader financial planning. Its representatives are also licensed insurance agents and can offer life insurance and annuity products, which may be sold on a commission basis.

The firm typically charges percentage-of-assets fees and provides customized portfolio recommendations subject to its written supervisory procedures. It maintains a dedicated special-needs planning practice that provides life-mapping and individualized plans for families with members who have medical, physical, or developmental needs.

Operating with a small advisory team and roughly $10.6 million in assets under management across about 159 client relationships, the firm appears focused on non-HNW households and smaller account sizes. The firm discloses the potential conflict created by dual insurance and advisory roles and reports mitigation through systematic reviews and oversight by its compliance function.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Planning for children with special needs

Fee options

Commissions

Commissions on life insurance and annuity products sold by Ms. Najar, an insurance agent.

Main office location

Lafargue Financial Group, Inc.

Bentonville AR, United States

Number of offices

Most active in

Arkansas · Oklahoma

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 866-765-1850

Advisors at this firm

Richard L

ChFC®, Series 63, Series 65

Sprindale, AR

Lafargue Financial Group, Inc.

Richard Lafargue is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Lafargue Financial Group, Inc. since 2002. Outside of his advisory role, he owns and operates an insurance agency. Lafargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services. The firm integrates advisory and insurance brokerage activities and provides specialized special-needs planning and life-mapping services.

Planning for children with special needs

Cyndi N

CFP®

Springdale, AR

Lafargue Financial Group, Inc.

Cyndi Najar is a CFP® professional with four years of industry experience, currently serving at LaFargue Financial Group, Inc. in Bentonville, AR. She has been with the firm since 2013, including experience at Metro Insurance prior to joining LaFargue Financial Group. Ms. Najar is the sole owner of a Special Needs Planning Division focused on creating life maps and education plans for families with special needs. LaFargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services with an emphasis on comprehensive, CFP-level planning. The firm combines advisory services with in-house insurance brokerage and maintains a specialized special-needs planning division to support families with developmental or medical needs.

Planning for children with special needs

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